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

Pitti Group 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	$1.04M	Buy	24,220 +5,092	+27%	+$212K	0.76%	32
2026 Q1	$754K	Buy	19,128 +1,621	+9%	+$65.8K	0.61%	35
2025 Q4	$671K	Sell	17,507 -594	-3%	-$22.6K	0.55%	39
2025 Q3	$688K	Buy	18,101 +3,179	+21%	+$118K	0.59%	35
2025 Q2	$526K	Buy	14,922 +628	+4%	+$21.1K	0.45%	43
2025 Q1	$479K	Buy	14,294 +784	+6%	+$28K	0.49%	44
2024 Q4	$484K	Buy	13,510 +5,605	+71%	+$210K	0.49%	49
2024 Q3	$259K	Hold	7,905	–	–	0.28%	57
2024 Q2	$259K	Sell	7,905 -525	-6%	-$17.7K	0.28%	57
2024 Q1	$283K	Buy	8,430 +525	+7%	+$17.1K	0.32%	53
2023 Q4	$259K	Buy	7,905 +103	+1%	+$3.01K	0.28%	57
2023 Q3	$220K	Buy	7,802 +91	+1%	+$2.66K	0.25%	62
2023 Q2	$218K	Buy	7,711 +166	+2%	+$4.4K	0.24%	58
2023 Q1	$201K	Buy	+7,545	New	+$209K	0.22%	68

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

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

Pitti Group Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 27% in Q2 2026, buying an estimated $212K and bringing the position to 24,220 shares worth $1.04M. The position accounts for 0.76% of the portfolio, ranked #32.

Pitti Group Wealth Management first reported a position in SDVY in Q1 2023 and has held it in 14 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Pitti Group Wealth Management held 24,220 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.04M as of Q2 2026.
Pitti Group Wealth Management bought 5,092 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $212K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.76% of Pitti Group Wealth Management's portfolio in Q2 2026, its #32 holding.
Pitti Group Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.