Next Level Private’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Next Level Private's SDVY Position: Q2 2026 in Review
Next Level Private reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.2% in Q2 2026, selling an estimated $6.55K and leaving 6,963 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #142.
Next Level Private first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Next Level Private held 6,963 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $300K as of Q2 2026.
- Next Level Private sold 157 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.55K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Next Level Private's portfolio in Q2 2026, its #142 holding.
- Next Level Private first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
- 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.