Mason & Associates (California)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Mason & Associates (California)’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	$3.6M	Buy	83,523 +1,846	+2%	+$77K	0.58%	36
2026 Q1	$3.14M	Buy	81,677 +2,317	+3%	+$94.1K	0.61%	33
2025 Q4	$3.04M	Sell	79,360 -2,689	-3%	-$102K	0.57%	36
2025 Q3	$3.12M	Buy	82,049 +5,624	+7%	+$209K	0.63%	32
2025 Q2	$2.7M	Buy	76,425 +1,183	+2%	+$39.7K	0.62%	36
2025 Q1	$2.52M	Buy	75,242 +1,752	+2%	+$62.5K	0.63%	31
2024 Q4	$2.63M	Sell	73,490 -415	-0.6%	-$15.5K	0.62%	29
2024 Q3	$2.69M	Buy	73,905 +67,581	+1,069%	+$2.36M	0.67%	26
2024 Q2	$211K	Buy	+6,324	New	+$213K	0.06%	105

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

Mason & Associates (California)'s SDVY Position: Q2 2026 in Review

Mason & Associates (California) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.3% in Q2 2026, buying an estimated $77K and bringing the position to 83,523 shares worth $3.6M. The position accounts for 0.58% of the portfolio, ranked #36.

Mason & Associates (California) first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Mason & Associates (California) held 83,523 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.6M as of Q2 2026.
Mason & Associates (California) bought 1,846 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $77K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.58% of Mason & Associates (California)'s portfolio in Q2 2026, its #36 holding.
Mason & Associates (California) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.