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

Perigon 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	$634K	Sell	14,685 -1,105	-7%	-$46.1K	0.01%	773
2026 Q1	$623K	Buy	15,790 +195	+1%	+$7.92K	0.01%	694
2025 Q4	$598K	Sell	15,595 -80	-0.5%	-$3.04K	0.01%	711
2025 Q3	$596K	Buy	15,675 +5,320	+51%	+$197K	0.01%	678
2025 Q2	$365K	Buy	10,355 +50	+0.5%	+$1.68K	0.01%	777
2025 Q1	$345K	Buy	10,305 +100	+1%	+$3.57K	0.01%	757
2024 Q4	$382K	Hold	10,205	–	–	0.01%	731
2024 Q3	$371K	Buy	+10,205	New	+$356K	0.01%	712

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

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

Perigon Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7% in Q2 2026, selling an estimated $46.1K and leaving 14,685 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #773.

Perigon Wealth Management first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Perigon Wealth Management held 14,685 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $634K as of Q2 2026.
Perigon Wealth Management sold 1,105 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $46.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #773 holding.
Perigon Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.