Marshall Financial Group (Maryland)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Marshall Financial Group (Maryland)’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	$3.55M	Buy	82,305 +2,702	+3%	+$113K	0.52%	37
2026 Q1	$3.14M	Sell	79,603 -1,642	-2%	-$66.7K	0.5%	41
2025 Q4	$3.11M	Buy	81,245 +9,305	+13%	+$353K	0.6%	28
2025 Q3	$2.74M	Buy	71,940 +1,766	+3%	+$65.5K	0.53%	41
2025 Q2	$2.53M	Buy	70,174 +1,979	+3%	+$66.4K	0.5%	39
2025 Q1	$2.28M	Buy	68,195 +25,949	+61%	+$926K	0.5%	40
2024 Q4	$1.51M	Buy	42,246 +187	+0.4%	+$7K	0.37%	65
2024 Q3	$1.53M	Buy	42,059 +2,811	+7%	+$98.1K	0.37%	64
2024 Q2	$1.31M	Buy	39,248 +2,588	+7%	+$87.1K	0.37%	72
2024 Q1	$1.28M	Buy	+36,660	New	+$1.2M	0.37%	68

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

Marshall Financial Group (Maryland)'s SDVY Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.4% in Q2 2026, buying an estimated $113K and bringing the position to 82,305 shares worth $3.55M. The position accounts for 0.52% of the portfolio, ranked #37.

Marshall Financial Group (Maryland) first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Marshall Financial Group (Maryland) held 82,305 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.55M as of Q2 2026.
Marshall Financial Group (Maryland) bought 2,702 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $113K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.52% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #37 holding.
Marshall Financial Group (Maryland) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.