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LVZ Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

LVZ Inc’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117M Buy
2,704,072
+29,776
+1% +$1.24M 11.85% 4
2026
Q1 		$105M Sell
2,674,296
-130,839
-5% -$5.31M 12.03% 4
2025
Q4 		$107M Buy
2,805,135
+4,386
+0.2% +$167K 12.02% 3
2025
Q3 		$106M Buy
2,800,749
+53,353
+2% +$1.98M 12.1% 3
2025
Q2 		$96.9M Buy
2,747,396
+80,630
+3% +$2.71M 11.62% 1
2025
Q1 		$89.3M Sell
2,666,766
-60,045
-2% -$2.14M 11.72% 1
2024
Q4 		$97.8M Buy
2,726,811
+17,661
+0.7% +$661K 12.54% 1
2024
Q3 		$98.6M Sell
2,709,150
-7,074
-0.3% -$247K 12.61% 1
2024
Q2 		$90.7M Buy
2,716,224
+22,837
+0.8% +$769K 12.36% 2
2024
Q1 		$93.8M Buy
+2,693,387
New +$87.9M 12.75% 1

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

LVZ Inc's SDVY Position: Q2 2026 in Review

LVZ Inc increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.1% in Q2 2026, buying an estimated $1.24M and bringing the position to 2,704,072 shares worth $117M. The position accounts for 11.85% of the portfolio, ranked #4.

LVZ Inc first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • LVZ Inc held 2,704,072 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $117M as of Q2 2026.
  • LVZ Inc bought 29,776 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.24M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 11.85% of LVZ Inc's portfolio in Q2 2026, its #4 holding.
  • LVZ Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
  • 123 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.