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Owen LaRue’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Owen LaRue’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 		$5.98M Sell
138,554
-26,088
-16% -$1.09M 2.08% 12
2026
Q1 		$6.49M Buy
164,642
+14,776
+10% +$600K 2.49% 9
2025
Q4 		$5.74M Sell
149,866
-72,157
-32% -$2.74M 2.18% 11
2025
Q3 		$8.44M Buy
222,023
+99,999
+82% +$3.71M 3.32% 8
2025
Q2 		$4.3M Sell
122,024
-8,302
-6% -$279K 1.83% 13
2025
Q1 		$4.37M Sell
130,326
-5,852
-4% -$209K 2.17% 12
2024
Q4 		$4.88M Buy
136,178
+5,416
+4% +$203K 2.55% 11
2024
Q3 		$4.76M Buy
130,762
+20,533
+19% +$717K 2.53% 11
2024
Q2 		$3.68M Buy
110,229
+7,256
+7% +$244K 2.28% 13
2024
Q1 		$3.59M Buy
102,973
+11,583
+13% +$378K 2.24% 15
2023
Q4 		$2.99M Buy
91,390
+3,153
+4% +$92K 2.85% 8
2023
Q3 		$2.49M Buy
88,237
+3,721
+4% +$109K 2.74% 11
2023
Q2 		$2.41M Buy
84,516
+12,674
+18% +$336K 2.53% 11
2023
Q1 		$1.9M Hold
71,842
– – 2.06% 18
2022
Q4 		$1.9M Buy
+71,842
New +$1.87M 2.06% 18

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

Owen LaRue's SDVY Position: Q2 2026 in Review

Owen LaRue reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 16% in Q2 2026, selling an estimated $1.09M and leaving 138,554 shares worth $5.98M. The position accounts for 2.08% of the portfolio, ranked #12.

Owen LaRue first reported a position in SDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.44M in Q3 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Owen LaRue held 138,554 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.98M as of Q2 2026.
  • Owen LaRue sold 26,088 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.09M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 2.08% of Owen LaRue's portfolio in Q2 2026, its #12 holding.
  • Owen LaRue first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
  • Owen LaRue's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $8.44M in Q3 2025.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.