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

Modern 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	$682K	Sell	15,820 -4,048	-20%	-$169K	0.01%	628
2026 Q1	$790K	Sell	19,868 -3,268	-14%	-$133K	0.01%	474
2025 Q4	$887K	Buy	23,136 +2,902	+14%	+$110K	0.02%	423
2025 Q3	$769K	Buy	20,234 +3	+0%	+$111	0.02%	434
2025 Q2	$714K	Buy	20,231 +3,580	+22%	+$120K	0.02%	424
2025 Q1	$558K	Buy	16,651 +1,679	+11%	+$59.9K	0.02%	399
2024 Q4	$537K	Buy	+14,972	New	+$560K	0.02%	348

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

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

Modern Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q2 2026, selling an estimated $169K and leaving 15,820 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #628.

Modern Wealth Management first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $887K in Q4 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Modern Wealth Management held 15,820 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $682K as of Q2 2026.
Modern Wealth Management sold 4,048 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $169K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #628 holding.
Modern Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $887K in Q4 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.