N.E.W. Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
PNC
LI
N.E.W. Advisory Services's SDVY Position: Q2 2026 in Review
N.E.W. Advisory Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.8% in Q2 2026, selling an estimated $18.8K and leaving 25,142 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #97.
N.E.W. Advisory Services first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2M in Q1 2025. 414 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- N.E.W. Advisory Services held 25,142 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.08M as of Q2 2026.
- N.E.W. Advisory Services sold 451 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $18.8K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of N.E.W. Advisory Services's portfolio in Q2 2026, its #97 holding.
- N.E.W. Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
- N.E.W. Advisory Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $14.2M in Q1 2025.
- 414 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.