PKS Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

PKS Advisory Services’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	$1.85M	Hold	42,909	–	–	0.3%	66
2026 Q2	$1.85M	Sell	42,909 -2,567	-6%	-$107K	0.3%	67
2026 Q1	$1.79M	Buy	45,476 +903	+2%	+$36.7K	0.42%	51
2025 Q4	$1.71M	Buy	44,573 +36	+0.1%	+$1.37K	0.39%	52
2025 Q3	$1.69M	Buy	44,537 +1,601	+4%	+$59.4K	0.35%	52
2025 Q2	$1.51M	Buy	42,936 +730	+2%	+$24.5K	0.37%	55
2025 Q1	$1.41M	Buy	42,206 +4,531	+12%	+$162K	0.39%	52
2024 Q4	$1.35M	Buy	+37,675	New	+$1.41M	0.34%	50

Other funds holding SDVY

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

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

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

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

PKS Advisory Services's SDVY Position: Q3 2026 in Review

PKS Advisory Services held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q3 2026 at 42,909 shares worth $1.85M. The position accounts for 0.3% of the portfolio, ranked #66.

PKS Advisory Services first reported a position in SDVY in Q4 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

PKS Advisory Services held 42,909 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.85M as of Q3 2026.
PKS Advisory Services left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.3% of PKS Advisory Services's portfolio in Q3 2026, its #66 holding.
PKS Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 8 quarters since.
208 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.