OneAscent Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

OneAscent Financial Services’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	$1.4M	Buy	32,363 +42	+0.1%	+$1.75K	0.07%	183
2026 Q1	$1.27M	Buy	32,321 +7,612	+31%	+$309K	0.07%	172
2025 Q4	$947K	Sell	24,709 -33,359	-57%	-$1.27M	0.09%	155
2025 Q3	$2.21M	Buy	58,068 +34,633	+148%	+$1.28M	0.27%	73
2025 Q2	$827K	Sell	23,435 -2,284	-9%	-$76.6K	0.06%	215
2025 Q1	$862K	Sell	25,719 -9,624	-27%	-$343K	0.06%	222
2024 Q4	$1.27M	Buy	+35,343	New	+$1.32M	0.11%	129
2022 Q4	–	Sell	-23,758	Closed	-$550K	–	231
2022 Q3	$550K	Sell	23,758 -24,416	-51%	-$621K	0.22%	70
2022 Q2	$1.15M	Buy	+48,174	New	+$1.26M	0.52%	27

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

OneAscent Financial Services's SDVY Position: Q2 2026 in Review

OneAscent Financial Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.13% in Q2 2026, buying an estimated $1.75K and bringing the position to 32,363 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #183.

OneAscent Financial Services first reported a position in SDVY in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.21M in Q3 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

OneAscent Financial Services held 32,363 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.4M as of Q2 2026.
OneAscent Financial Services bought 42 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.75K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of OneAscent Financial Services's portfolio in Q2 2026, its #183 holding.
OneAscent Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 9 quarters since.
OneAscent Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.21M in Q3 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.