MF
SDVY icon

Manchester Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Manchester Financial’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 		$824K Sell
19,104
-534
-3% -$22.3K 0.15% 60
2026
Q1 		$774K Buy
19,638
+305
+2% +$12.4K 0.15% 65
2025
Q4 		$741K Buy
19,333
+13,630
+239% +$517K 0.14% 70
2025
Q3 		$217K Buy
+5,703
New +$212K 0.04% 121

Other funds holding SDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Manchester Financial's SDVY Position: Q2 2026 in Review

Manchester Financial reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.7% in Q2 2026, selling an estimated $22.3K and leaving 19,104 shares worth $824K. The position accounts for 0.15% of the portfolio, ranked #60.

Manchester Financial first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Manchester Financial held 19,104 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $824K as of Q2 2026.
  • Manchester Financial sold 534 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $22.3K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Manchester Financial's portfolio in Q2 2026, its #60 holding.
  • Manchester Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
  • 272 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.