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 Q3	$110M	Buy	2,714,299 +10,227	+0.4%	+$442K	11.3%	4
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

LVZ Inc's SDVY Position: Q3 2026 in Review

LVZ Inc increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.38% in Q3 2026, buying an estimated $442K and bringing the position to 2,714,299 shares worth $110M. The position accounts for 11.3% of the portfolio, ranked #4.

LVZ Inc first reported a position in SDVY in Q1 2024 and has held it in 11 quarters since. The position peaked at $117M in Q2 2026. 233 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

LVZ Inc held 2,714,299 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $110M as of Q3 2026.
LVZ Inc bought 10,227 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $442K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 11.3% of LVZ Inc's portfolio in Q3 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 11 quarters since.
LVZ Inc's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $117M in Q2 2026.
233 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.