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

PKS Advisory Services's SDVY Position: Q2 2026 in Review

PKS Advisory Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.6% in Q2 2026, selling an estimated $107K and leaving 42,909 shares worth $1.85M. The position accounts for 0.3% of the portfolio, ranked #67.

PKS Advisory Services first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

• PKS Advisory Services held 42,909 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.85M as of Q2 2026.
• PKS Advisory Services sold 2,567 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $107K.
• First Trust SMID Cap Rising Dividend Achievers ETF made up 0.3% of PKS Advisory Services's portfolio in Q2 2026, its #67 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 7 quarters since.
• 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.