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 Q3	$595K	Sell	14,670 -15	-0.1%	-$648	0.01%	814
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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Perigon Wealth Management's SDVY Position: Q3 2026 in Review

Perigon Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.1% in Q3 2026, selling an estimated $648 and leaving 14,670 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #814.

Perigon Wealth Management first reported a position in SDVY in Q3 2024 and has held it in 9 quarters since. The position peaked at $634K in Q2 2026. 382 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Perigon Wealth Management held 14,670 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $595K as of Q3 2026.
Perigon Wealth Management sold 15 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $648.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #814 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 9 quarters since.
Perigon Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $634K in Q2 2026.
382 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.