MPWM Advisory Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

MPWM Advisory Solutions’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	$3.78M	Sell	87,714 -674	-0.8%	-$28.1K	1.73%	13
2026 Q1	$3.49M	Buy	88,388 +8,699	+11%	+$353K	1.85%	13
2025 Q4	$3.05M	Buy	79,689 +12,949	+19%	+$492K	1.7%	15
2025 Q3	$2.54M	Buy	66,740 +1,225	+2%	+$45.4K	1.51%	15
2025 Q2	$2.31M	Buy	65,515 +1,571	+2%	+$52.7K	1.46%	15
2025 Q1	$2.14M	Buy	63,944 +13,538	+27%	+$483K	1.55%	15
2024 Q4	$1.81M	Buy	+50,406	New	+$1.89M	1.32%	18

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

MPWM Advisory Solutions's SDVY Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.76% in Q2 2026, selling an estimated $28.1K and leaving 87,714 shares worth $3.78M. The position accounts for 1.73% of the portfolio, ranked #13.

MPWM Advisory Solutions first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

MPWM Advisory Solutions held 87,714 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.78M as of Q2 2026.
MPWM Advisory Solutions sold 674 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $28.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.73% of MPWM Advisory Solutions's portfolio in Q2 2026, its #13 holding.
MPWM Advisory Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.