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

Meridian 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	$5.1M	Sell	118,278 -1,626	-1%	-$67.8K	0.16%	131
2026 Q1	$4.73M	Sell	119,904 -2,779	-2%	-$113K	0.17%	121
2025 Q4	$4.7M	Buy	122,683 +2,363	+2%	+$89.7K	0.17%	113
2025 Q3	$4.57M	Buy	120,320 +2,311	+2%	+$85.7K	0.18%	112
2025 Q2	$4.16M	Buy	118,009 +4,079	+4%	+$137K	0.18%	116
2025 Q1	$3.82M	Buy	113,930 +44,041	+63%	+$1.57M	0.18%	125
2024 Q4	$2.51M	Buy	69,889 +30,553	+78%	+$1.14M	0.12%	168
2024 Q3	$1.43M	Buy	39,336 +23,074	+142%	+$806K	0.07%	221
2024 Q2	$543K	Buy	+16,262	New	+$548K	0.06%	166

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

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

Meridian Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.4% in Q2 2026, selling an estimated $67.8K and leaving 118,278 shares worth $5.1M. The position accounts for 0.16% of the portfolio, ranked #131.

Meridian Wealth Management first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Meridian Wealth Management held 118,278 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.1M as of Q2 2026.
Meridian Wealth Management sold 1,626 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $67.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.16% of Meridian Wealth Management's portfolio in Q2 2026, its #131 holding.
Meridian Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.