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

Main Street Group’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	$8.76K	Sell	203 -202	-50%	-$8.43K	﹤0.01%	574
2026 Q1	$16K	Buy	+405	New	+$16.4K	﹤0.01%	473
2025 Q4	–	Sell	-200	Closed	-$7.62K	–	505
2025 Q3	$7.62K	Hold	200	–	–	﹤0.01%	555
2025 Q2	$7.05K	Hold	200	–	–	﹤0.01%	531
2025 Q1	$6.68K	Buy	200 +1	+0.5%	+$36	﹤0.01%	556
2024 Q4	$7.11K	Buy	199 +2	+1%	+$75	﹤0.01%	539
2024 Q3	$7.18K	Sell	197 -59	-23%	-$2.06K	﹤0.01%	546
2024 Q2	$8.44K	Buy	256 +1	+0.4%	+$34	﹤0.01%	544
2024 Q1	$8.8K	Buy	255 +2	+0.8%	+$65	﹤0.01%	566
2023 Q4	$8.29K	Buy	+253	New	+$7.38K	﹤0.01%	848

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 Group's SDVY Position: Q2 2026 in Review

Main Street Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 50% in Q2 2026, selling an estimated $8.43K and leaving 203 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Main Street Group first reported a position in SDVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $16K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Main Street Group held 203 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.76K as of Q2 2026.
Main Street Group sold 202 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $8.43K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #574 holding.
Main Street Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $16K in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.