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

Pacific Center for 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	–	Sell	-5	Closed	-$198	–	516
2026 Q1	$198	Buy	+5	New	+$203	﹤0.01%	498

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

Pacific Center for Financial Services's SDVY Position: Q2 2026 in Review

Pacific Center for Financial Services sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 5 shares — an estimated $198 sold.

Pacific Center for Financial Services first reported a position in SDVY in Q1 2026 and held it in 1 quarter. The position peaked at $198 in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Pacific Center for Financial Services reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Pacific Center for Financial Services sold 5 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $198.
Pacific Center for Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and held it in 1 quarter.
Pacific Center for Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $198 in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.