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Nations Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Nations Financial Group’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 		$9.24M Sell
214,270
-10,727
-5% -$448K 0.44% 49
2026
Q1 		$8.87M Buy
224,997
+19,932
+10% +$810K 0.46% 46
2025
Q4 		$7.86M Buy
205,065
+17,547
+9% +$666K 0.41% 49
2025
Q3 		$7.13M Buy
187,518
+10,296
+6% +$382K 0.44% 46
2025
Q2 		$6.25M Buy
177,222
+3,436
+2% +$115K 0.43% 51
2025
Q1 		$5.82M Buy
173,786
+9,907
+6% +$353K 0.44% 46
2024
Q4 		$5.88M Buy
163,879
+82,964
+103% +$3.1M 0.43% 52
2024
Q3 		$2.94M Buy
80,915
+12,982
+19% +$453K 0.21% 114
2024
Q2 		$2.27M Buy
67,933
+50,983
+301% +$1.72M 0.19% 130
2024
Q1 		$590K Buy
16,950
+6,624
+64% +$216K 0.05% 370
2023
Q4 		$338K Sell
10,326
-160
-2% -$4.67K 0.03% 491
2023
Q3 		$296K Buy
10,486
+786
+8% +$22.9K 0.03% 503
2023
Q2 		$275K Sell
9,700
-581
-6% -$15.4K 0.03% 525
2023
Q1 		$274K Buy
10,281
+1,406
+16% +$39K 0.03% 511
2022
Q4 		$231K Sell
8,875
-9,254
-51% -$240K 0.03% 529
2022
Q3 		$419K Buy
18,129
+1,277
+8% +$32.5K 0.06% 329
2022
Q2 		$402K Buy
+16,852
New +$441K 0.05% 348

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Nations Financial Group's SDVY Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.8% in Q2 2026, selling an estimated $448K and leaving 214,270 shares worth $9.24M. The position accounts for 0.44% of the portfolio, ranked #49.

Nations Financial Group first reported a position in SDVY in Q2 2022 and has held it in 17 quarters since. 158 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Nations Financial Group held 214,270 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $9.24M as of Q2 2026.
  • Nations Financial Group sold 10,727 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $448K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.44% of Nations Financial Group's portfolio in Q2 2026, its #49 holding.
  • Nations Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
  • 158 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.