Main Street Financial Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Main Street Financial Solutions’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	$5.48M	Buy	127,084 +12,794	+11%	+$534K	0.35%	63
2026 Q1	$4.51M	Buy	114,290 +3,501	+3%	+$142K	0.33%	66
2025 Q4	$4.25M	Buy	110,789 +78,784	+246%	+$2.99M	0.32%	66
2025 Q3	$1.22M	Buy	32,005 +2,533	+9%	+$94K	0.08%	220
2025 Q2	$1.04M	Buy	29,472 +7,210	+32%	+$242K	0.08%	218
2025 Q1	$746K	Buy	22,262 +2,481	+13%	+$88.5K	0.06%	237
2024 Q4	$709K	Buy	19,781 +3,979	+25%	+$149K	0.07%	220
2024 Q3	$575K	Sell	15,802 -28,934	-65%	-$1.01M	0.05%	287
2024 Q2	$1.49M	Buy	44,736 +2,942	+7%	+$99.1K	0.14%	140
2024 Q1	$1.46M	Buy	41,794 +27,381	+190%	+$894K	0.16%	126
2023 Q4	$472K	Buy	14,413 +1,753	+14%	+$51.2K	0.06%	268
2023 Q3	$357K	Sell	12,660 -7,223	-36%	-$211K	0.05%	311
2023 Q2	$563K	Buy	19,883 +71	+0.4%	+$1.88K	0.08%	241
2023 Q1	$528K	Buy	19,812 +7,402	+60%	+$205K	0.08%	243
2022 Q4	$323K	Buy	+12,410	New	+$322K	0.05%	314

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

Main Street Financial Solutions's SDVY Position: Q2 2026 in Review

Main Street Financial Solutions increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q2 2026, buying an estimated $534K and bringing the position to 127,084 shares worth $5.48M. The position accounts for 0.35% of the portfolio, ranked #63.

Main Street Financial Solutions first reported a position in SDVY in Q4 2022 and has held it in 15 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Main Street Financial Solutions held 127,084 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.48M as of Q2 2026.
Main Street Financial Solutions bought 12,794 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $534K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.35% of Main Street Financial Solutions's portfolio in Q2 2026, its #63 holding.
Main Street Financial Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.