PCG Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

PCG Wealth Advisors’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	$3.31M	Sell	76,659 -7,882	-9%	-$329K	0.74%	43
2026 Q1	$3.33M	Buy	84,541 +36,060	+74%	+$1.46M	0.84%	36
2025 Q4	$1.86M	Buy	48,481 +2,232	+5%	+$84.7K	0.53%	57
2025 Q3	$1.76M	Buy	+46,249	New	+$1.72M	0.51%	59
2025 Q2	–	Sell	-54,945	Closed	-$1.84M	–	133
2025 Q1	$1.84M	Buy	54,945 +2,680	+5%	+$95.6K	0.64%	50
2024 Q4	$1.87M	Buy	52,265 +3,368	+7%	+$126K	0.69%	42
2024 Q3	$1.78M	Buy	48,897 +1,970	+4%	+$68.8K	0.69%	46
2024 Q2	$1.57M	Buy	46,927 +4,019	+9%	+$135K	0.68%	47
2024 Q1	$1.49M	Sell	42,908 -17,668	-29%	-$577K	0.71%	45
2023 Q4	$1.99M	Buy	60,576 +8,300	+16%	+$242K	1.11%	34
2023 Q3	$1.48M	Sell	52,276 -301	-0.6%	-$8.79K	0.97%	29
2023 Q2	$1.49M	Buy	52,577 +23	+0%	+$610	0.92%	33
2023 Q1	$1.4M	Sell	52,554 -11,843	-18%	-$329K	0.89%	32
2022 Q4	$1.68M	Buy	+64,397	New	+$1.67M	1.06%	24
2022 Q2	–	Sell	-143,992	Closed	-$4.01M	–	95
2022 Q1	$4.01M	Buy	143,992 +22,657	+19%	+$654K	2.55%	8
2021 Q4	$3.67M	Buy	+121,335	New	+$3.61M	2.55%	9

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

PCG Wealth Advisors's SDVY Position: Q2 2026 in Review

PCG Wealth Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.3% in Q2 2026, selling an estimated $329K and leaving 76,659 shares worth $3.31M. The position accounts for 0.74% of the portfolio, ranked #43.

PCG Wealth Advisors first reported a position in SDVY in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.01M in Q1 2022. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

PCG Wealth Advisors held 76,659 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.31M as of Q2 2026.
PCG Wealth Advisors sold 7,882 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $329K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.74% of PCG Wealth Advisors's portfolio in Q2 2026, its #43 holding.
PCG Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 16 quarters since.
PCG Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.01M in Q1 2022.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.