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

Olistico Wealth’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 Q3	$41.3K	Buy	+1,018	New	+$44K	0.02%	174

Other funds holding SDVY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Olistico Wealth's SDVY Position: Q3 2026 in Review

Olistico Wealth opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 1,018 shares worth $41.3K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings.

165 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Olistico Wealth held 1,018 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $41.3K as of Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Olistico Wealth position in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #174 holding.
165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.