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Money Concepts Capital’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Money Concepts Capital’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 		$1.94M Buy
45,002
+4,192
+10% +$175K 0.09% 207
2026
Q1 		$1.61M Buy
40,810
+905
+2% +$36.8K 0.09% 215
2025
Q4 		$1.53M Buy
39,905
+4,333
+12% +$165K 0.09% 209
2025
Q3 		$1.35M Buy
35,572
+2,989
+9% +$111K 0.08% 216
2025
Q2 		$1.15M Buy
32,583
+3,465
+12% +$116K 0.08% 224
2025
Q1 		$975K Buy
29,118
+2,267
+8% +$80.9K 0.07% 222
2024
Q4 		$963K Buy
26,851
+100
+0.4% +$3.74K 0.07% 217
2024
Q3 		$973K Sell
26,751
-5,373
-17% -$188K 0.07% 212
2024
Q2 		$1.07M Buy
32,124
+7,911
+33% +$266K 0.09% 193
2024
Q1 		$843K Buy
24,213
+6,495
+37% +$212K 0.08% 220
2023
Q4 		$581K Buy
+17,718
New +$517K 0.05% 256
2023
Q1 		– Sell
-18,708
Closed -$487K – 2474
2022
Q4 		$487K Buy
18,708
+18,536
+10,777% +$481K 0.02% 438
2022
Q3 		$4K Buy
172
+6
+4% +$153 ﹤0.01% 1285
2022
Q2 		$4K Sell
166
-17,636
-99% -$462K ﹤0.01% 1233
2022
Q1 		$496K Buy
+17,802
New +$514K 0.03% 440

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

Money Concepts Capital's SDVY Position: Q2 2026 in Review

Money Concepts Capital increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 10% in Q2 2026, buying an estimated $175K and bringing the position to 45,002 shares worth $1.94M. The position accounts for 0.09% of the portfolio, ranked #207.

Money Concepts Capital first reported a position in SDVY in Q1 2022 and has held it in 15 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Money Concepts Capital held 45,002 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.94M as of Q2 2026.
  • Money Concepts Capital bought 4,192 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $175K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Money Concepts Capital's portfolio in Q2 2026, its #207 holding.
  • Money Concepts Capital first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 15 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.