MGO One Seven’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

MGO One Seven’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	$38.7M	Buy	897,391 +817,253	+1,020%	+$34.1M	0.64%	23
2026 Q1	$3.16M	Buy	80,138 +829	+1%	+$33.7K	0.06%	337
2025 Q4	$3.04M	Buy	79,309 +36,541	+85%	+$1.39M	0.06%	334
2025 Q3	$1.63M	Sell	42,768 -10,019	-19%	-$372K	0.04%	453
2025 Q2	$1.86M	Buy	52,787 +833	+2%	+$27.9K	0.06%	351
2025 Q1	$1.74M	Buy	51,954 +19,337	+59%	+$690K	0.07%	307
2024 Q4	$1.17M	Buy	32,617 +5,315	+19%	+$199K	0.04%	399
2024 Q3	$993K	Buy	27,302 +4,042	+17%	+$141K	0.04%	404
2024 Q2	$776K	Sell	23,260 -4,175	-15%	-$141K	0.04%	435
2024 Q1	$955K	Buy	27,435 +5,451	+25%	+$178K	0.05%	359
2023 Q4	$720K	Sell	21,984 -2,383	-10%	-$69.5K	0.04%	407
2023 Q3	$688K	Buy	24,367 +4,532	+23%	+$132K	0.05%	347
2023 Q2	$562K	Buy	19,835 +4	+0%	+$106	0.05%	383
2023 Q1	$529K	Sell	19,831 -26,853	-58%	-$745K	0.03%	457
2022 Q4	$1.22M	Sell	46,684 -22,904	-33%	-$595K	0.12%	199
2022 Q3	$1.61K	Sell	69,588 -6,529	-9%	-$166K	0.06%	175
2022 Q2	$1.82M	Sell	76,117 -59,657	-44%	-$1.56M	0.25%	96
2022 Q1	$3.78M	Buy	135,774 +29,389	+28%	+$849K	0.41%	49
2021 Q4	$3.22M	Buy	106,385 +14,126	+15%	+$421K	0.33%	70
2021 Q3	$2.72M	Buy	+92,259	New	+$2.67M	0.35%	74

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

MGO One Seven's SDVY Position: Q2 2026 in Review

MGO One Seven increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1,020% in Q2 2026, buying an estimated $34.1M and bringing the position to 897,391 shares worth $38.7M. The position accounts for 0.64% of the portfolio, ranked #23.

MGO One Seven first reported a position in SDVY in Q3 2021 and has held it in 20 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

MGO One Seven held 897,391 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $38.7M as of Q2 2026.
MGO One Seven bought 817,253 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $34.1M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.64% of MGO One Seven's portfolio in Q2 2026, its #23 holding.
MGO One Seven first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.