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Marino Stram & Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Marino Stram & Associates’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 		$332K Buy
7,701
+196
+3% +$8.18K 0.05% 155
2026
Q1 		$296K Buy
7,505
+199
+3% +$8.08K 0.05% 153
2025
Q4 		$280K Buy
7,306
+284
+4% +$10.8K 0.05% 155
2025
Q3 		$267K Buy
+7,022
New +$260K 0.05% 164

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Marino Stram & Associates's SDVY Position: Q2 2026 in Review

Marino Stram & Associates increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.6% in Q2 2026, buying an estimated $8.18K and bringing the position to 7,701 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #155.

Marino Stram & Associates first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Marino Stram & Associates held 7,701 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $332K as of Q2 2026.
  • Marino Stram & Associates bought 196 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $8.18K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Marino Stram & Associates's portfolio in Q2 2026, its #155 holding.
  • Marino Stram & Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.