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

Pinnacle Wealth Management Advisory Group’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	$9.15M	Buy	212,206 +18,769	+10%	+$783K	0.55%	44
2026 Q1	$7.63M	Buy	193,437 +17,692	+10%	+$719K	0.52%	42
2025 Q4	$6.73M	Buy	175,745 +14,173	+9%	+$538K	0.46%	48
2025 Q3	$6.14M	Buy	161,572 +47,275	+41%	+$1.75M	0.46%	51
2025 Q2	$4.03M	Buy	114,297 +24,950	+28%	+$837K	0.33%	66
2025 Q1	$2.99M	Buy	89,347 +74,947	+520%	+$2.67M	0.28%	78
2024 Q4	$516K	Buy	+14,400	New	+$539K	0.05%	195

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

Pinnacle Wealth Management Advisory Group's SDVY Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.7% in Q2 2026, buying an estimated $783K and bringing the position to 212,206 shares worth $9.15M. The position accounts for 0.55% of the portfolio, ranked #44.

Pinnacle Wealth Management Advisory Group first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 212,206 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $9.15M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 18,769 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $783K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.55% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #44 holding.
Pinnacle Wealth Management Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.