Magnolia Capital Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Magnolia Capital Advisors’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	$718K	Sell	16,646 -2,177	-12%	-$90.8K	0.12%	178
2026 Q1	$742K	Buy	18,823 +1,763	+10%	+$71.6K	0.15%	166
2025 Q4	$654K	Buy	+17,060	New	+$648K	0.14%	149

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Magnolia Capital Advisors's SDVY Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 12% in Q2 2026, selling an estimated $90.8K and leaving 16,646 shares worth $718K. The position accounts for 0.12% of the portfolio, ranked #178.

Magnolia Capital Advisors first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $742K in Q1 2026. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Magnolia Capital Advisors held 16,646 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $718K as of Q2 2026.
Magnolia Capital Advisors sold 2,177 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $90.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.12% of Magnolia Capital Advisors's portfolio in Q2 2026, its #178 holding.
Magnolia Capital Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
Magnolia Capital Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $742K in Q1 2026.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.