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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
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

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

Mascoma Wealth Management's SDVY Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 123 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in SDVY as recently as Q4 2024.

Mascoma Wealth Management first reported a position in SDVY in Q4 2024 and has held it in 2 quarters since. The position peaked at $30.8K in Q4 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Mascoma Wealth Management held 123 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.31K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Mascoma Wealth Management position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #372 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 2 quarters since.
  • Mascoma Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $30.8K in Q4 2024.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.