OakTrust Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

OakTrust Wealth Advisors’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	$2.96M	Buy	68,503 +954	+1%	+$39.8K	2.55%	15
2026 Q1	$2.66M	Buy	67,549 +5,609	+9%	+$228K	2.42%	15
2025 Q4	$2.37M	Buy	+61,940	New	+$2.35M	2.19%	15

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

OakTrust Wealth Advisors's SDVY Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.4% in Q2 2026, buying an estimated $39.8K and bringing the position to 68,503 shares worth $2.96M. The position accounts for 2.55% of the portfolio, ranked #15.

OakTrust Wealth Advisors first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

OakTrust Wealth Advisors held 68,503 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.96M as of Q2 2026.
OakTrust Wealth Advisors bought 954 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $39.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.55% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #15 holding.
OakTrust Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
573 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.