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

Newbridge Financial Services 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 		$176K Buy
4,085
+637
+18% +$26.6K 0.02% 261
2026
Q1 		$136K Buy
3,448
+554
+19% +$22.5K 0.02% 269
2025
Q4 		$111K Buy
+2,894
New +$110K 0.02% 302
2022
Q2 		– Sell
-1,200
Closed -$33K – 1503
2022
Q1 		$33K Sell
1,200
-1,988
-62% -$57.4K 0.02% 579
2021
Q4 		$97K Buy
+3,188
New +$94.9K 0.05% 314

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

Newbridge Financial Services Group's SDVY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 18% in Q2 2026, buying an estimated $26.6K and bringing the position to 4,085 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #261.

Newbridge Financial Services Group first reported a position in SDVY in Q4 2021 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Newbridge Financial Services Group held 4,085 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $176K as of Q2 2026.
  • Newbridge Financial Services Group bought 637 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $26.6K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #261 holding.
  • Newbridge Financial Services Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 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 Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.