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

Partners Wealth Management’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	$1.14M	Sell	26,358 -150	-0.6%	-$6.26K	1.11%	19
2026 Q1	$1.05M	Hold	26,508	–	–	1.08%	23
2025 Q4	$1.02M	Hold	26,508	–	–	1.06%	25
2025 Q3	$1.01M	Buy	26,508 +334	+1%	+$12.4K	0.99%	24
2025 Q2	$882K	Hold	26,174	–	–	1%	33
2025 Q1	$877K	Hold	26,174	–	–	0.99%	34
2024 Q4	$938K	Buy	+26,174	New	+$979K	1.07%	29

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

Partners Wealth Management's SDVY Position: Q2 2026 in Review

Partners Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.57% in Q2 2026, selling an estimated $6.26K and leaving 26,358 shares worth $1.14M. The position accounts for 1.11% of the portfolio, ranked #19.

Partners Wealth Management first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Partners Wealth Management held 26,358 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.14M as of Q2 2026.
Partners Wealth Management sold 150 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.26K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.11% of Partners Wealth Management's portfolio in Q2 2026, its #19 holding.
Partners Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.