Objective Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Objective Capital 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	$572K	Buy	13,260 +11	+0.1%	+$459	0.51%	48
2026 Q1	$522K	Sell	13,249 -2,507	-16%	-$102K	0.53%	50
2025 Q4	$604K	Buy	15,756 +592	+4%	+$22.5K	0.61%	48
2025 Q3	$577K	Sell	15,164 -18	-0.1%	-$668	0.6%	42
2025 Q2	$536K	Buy	15,182 +2,634	+21%	+$88.4K	0.6%	42
2025 Q1	$420K	Buy	12,548 +35	+0.3%	+$1.25K	0.54%	47
2024 Q4	$449K	Buy	12,513 +38	+0.3%	+$1.42K	0.3%	70
2024 Q3	$454K	Buy	+12,475	New	+$436K	0.27%	81
2024 Q1	$406K	Buy	11,664 +20	+0.2%	+$653	0.27%	77
2023 Q4	$382K	Buy	11,644 +36	+0.3%	+$1.05K	0.29%	73
2023 Q3	$328K	Buy	11,608 +223	+2%	+$6.51K	0.29%	72
2023 Q2	$322K	Sell	11,385 -1,054	-8%	-$28K	0.28%	69
2023 Q1	$331K	Buy	12,439 +1,982	+19%	+$55K	0.3%	67
2022 Q4	$272K	Buy	10,457 +438	+4%	+$11.4K	0.27%	76
2022 Q3	$232K	Buy	10,019 +131	+1%	+$3.33K	0.25%	80
2022 Q2	$236K	Buy	9,888 +519	+6%	+$13.6K	0.24%	80
2022 Q1	$261K	Buy	9,369 +2,516	+37%	+$72.7K	0.2%	94
2021 Q4	$208K	Buy	+6,853	New	+$204K	0.15%	116

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

Objective Capital Management's SDVY Position: Q2 2026 in Review

Objective Capital Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.08% in Q2 2026, buying an estimated $459 and bringing the position to 13,260 shares worth $572K. The position accounts for 0.51% of the portfolio, ranked #48.

Objective Capital Management first reported a position in SDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $604K in Q4 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Objective Capital Management held 13,260 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $572K as of Q2 2026.
Objective Capital Management bought 11 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $459.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.51% of Objective Capital Management's portfolio in Q2 2026, its #48 holding.
Objective Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
Objective Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $604K in Q4 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.