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Omni 360 Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Omni 360 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
Q2 		$219K Sell
5,071
-277
-5% -$11.6K 0.1% 130
2026
Q1 		$211K Sell
5,348
-298
-5% -$12.1K 0.11% 121
2025
Q4 		$226K Sell
5,646
-177
-3% -$6.72K 0.12% 120
2025
Q3 		$221K Buy
+5,823
New +$216K 0.12% 118
2025
Q1 		– Sell
-13,840
Closed -$496K – 113
2024
Q4 		$496K Buy
13,840
+200
+1% +$7.48K 0.33% 64
2024
Q3 		$496K Buy
+13,640
New +$476K 0.34% 68

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Omni 360 Wealth's SDVY Position: Q2 2026 in Review

Omni 360 Wealth reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.2% in Q2 2026, selling an estimated $11.6K and leaving 5,071 shares worth $219K. The position accounts for 0.1% of the portfolio, ranked #130.

Omni 360 Wealth first reported a position in SDVY in Q3 2024 and has held it in 6 quarters since. The position peaked at $496K in Q3 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Omni 360 Wealth held 5,071 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $219K as of Q2 2026.
  • Omni 360 Wealth sold 277 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $11.6K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.1% of Omni 360 Wealth's portfolio in Q2 2026, its #130 holding.
  • Omni 360 Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 6 quarters since.
  • Omni 360 Wealth's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $496K in Q3 2024.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.