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Morey & Quinn Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Morey & Quinn Wealth Partners’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 		$226K Buy
5,247
+165
+3% +$6.88K 0.15% 129
2026
Q1 		$200K Buy
+5,082
New +$206K 0.14% 133

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

Morey & Quinn Wealth Partners's SDVY Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.2% in Q2 2026, buying an estimated $6.88K and bringing the position to 5,247 shares worth $226K. The position accounts for 0.15% of the portfolio, ranked #129.

Morey & Quinn Wealth Partners first reported a position in SDVY in Q1 2026 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Morey & Quinn Wealth Partners held 5,247 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $226K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 165 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.88K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Morey & Quinn Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.