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Mascoma Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Mascoma Wealth Management’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
Q3 		$4.99K Hold
123
– – ﹤0.01% 392
2026
Q2 		$5.31K Buy
+123
New +$5.13K ﹤0.01% 372
2025
Q1 		– Sell
-859
Closed -$30.8K – 532
2024
Q4 		$30.8K Buy
+859
New +$32.1K 0.01% 243

Other funds holding SDVY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Mascoma Wealth Management's SDVY Position: Q3 2026 in Review

Mascoma Wealth Management held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q3 2026 at 123 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Mascoma Wealth Management first reported a position in SDVY in Q4 2024 and has held it in 3 quarters since. The position peaked at $30.8K in Q4 2024. 165 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Mascoma Wealth Management held 123 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.99K as of Q3 2026.
  • Mascoma Wealth Management left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #392 holding.
  • Mascoma Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 3 quarters since.
  • Mascoma Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $30.8K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.