Pasadena Private Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Pasadena Private 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	$226K	Buy	+5,250	New	+$219K	0.03%	225

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

Pasadena Private Wealth's SDVY Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 5,250 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #225 among its holdings.

577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Pasadena Private Wealth held 5,250 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $226K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Pasadena Private Wealth position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #225 holding.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.