Northeast Planning Associates NH’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Northeast Planning Associates NH’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	$2.76M	Buy	68,631 +4,395	+7%	+$183K	2.07%	13
2026 Q1	$2.53M	Buy	64,236 +483	+0.8%	+$19.6K	1.7%	15
2025 Q4	$2.44M	Buy	63,753 +3,574	+6%	+$136K	1.73%	17
2025 Q3	$2.29M	Buy	60,179 +1,178	+2%	+$43.7K	1.94%	15
2025 Q2	$2.08M	Buy	59,001 +721	+1%	+$24.2K	1.92%	18
2025 Q1	$1.95M	Buy	+58,280	New	+$2.08M	1.62%	18

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Northeast Planning Associates NH's SDVY Position: Q2 2026 in Review

Northeast Planning Associates NH increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.8% in Q2 2026, buying an estimated $183K and bringing the position to 68,631 shares worth $2.76M. The position accounts for 2.07% of the portfolio, ranked #13.

Northeast Planning Associates NH first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Northeast Planning Associates NH held 68,631 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.76M as of Q2 2026.
Northeast Planning Associates NH bought 4,395 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $183K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.07% of Northeast Planning Associates NH's portfolio in Q2 2026, its #13 holding.
Northeast Planning Associates NH first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.