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MTM Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

MTM Investment 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 		$9.75K Hold
226
– – ﹤0.01% 529
2026
Q1 		$8.91K Hold
226
– – ﹤0.01% 539
2025
Q4 		$8.66K Hold
226
– – ﹤0.01% 545
2025
Q3 		$8.59K Hold
226
– – ﹤0.01% 554
2025
Q2 		$7.97K Buy
+226
New +$7.58K ﹤0.01% 567

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

MTM Investment Management's SDVY Position: Q2 2026 in Review

MTM Investment Management held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 226 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

MTM Investment Management first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • MTM Investment Management held 226 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $9.75K as of Q2 2026.
  • MTM Investment Management left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #529 holding.
  • MTM Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.