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Nova Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Nova Wealth Management’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 		$61K Sell
1,414
-604
-30% -$25.2K 0.03% 211
2026
Q1 		$79.6K Hold
2,018
– – 0.05% 181
2025
Q4 		$77.3K Sell
2,018
-1,010
-33% -$38.3K 0.05% 179
2025
Q3 		$115K Sell
3,028
-9,337
-76% -$346K 0.08% 158
2025
Q2 		$436K Buy
12,365
+4,421
+56% +$148K 0.32% 80
2025
Q1 		$266K Buy
7,944
+262
+3% +$9.35K 0.23% 101
2024
Q4 		$275K Buy
+7,682
New +$287K 0.24% 95

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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Nova Wealth Management's SDVY Position: Q2 2026 in Review

Nova Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 30% in Q2 2026, selling an estimated $25.2K and leaving 1,414 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #211.

Nova Wealth Management first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q2 2025. 95 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Nova Wealth Management held 1,414 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $61K as of Q2 2026.
  • Nova Wealth Management sold 604 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $25.2K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Nova Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Nova Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $436K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.