Platform Technology Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Platform Technology Partners’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	$843K	Buy	19,547 +3,065	+19%	+$128K	0.14%	135
2026 Q1	$650K	Buy	16,482 +789	+5%	+$32K	0.13%	141
2025 Q4	$601K	Buy	15,693 +963	+7%	+$36.6K	0.13%	138
2025 Q3	$560K	Buy	14,730 +229	+2%	+$8.49K	0.13%	141
2025 Q2	$512K	Buy	14,501 +287	+2%	+$9.63K	0.13%	148
2025 Q1	$476K	Buy	14,214 +7,209	+103%	+$257K	0.14%	137
2024 Q4	$251K	Buy	7,005 +726	+12%	+$27.2K	0.08%	189
2024 Q3	$228K	Buy	+6,279	New	+$219K	0.07%	203

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

Platform Technology Partners's SDVY Position: Q2 2026 in Review

Platform Technology Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 19% in Q2 2026, buying an estimated $128K and bringing the position to 19,547 shares worth $843K. The position accounts for 0.14% of the portfolio, ranked #135.

Platform Technology Partners first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Platform Technology Partners held 19,547 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $843K as of Q2 2026.
Platform Technology Partners bought 3,065 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $128K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Platform Technology Partners's portfolio in Q2 2026, its #135 holding.
Platform Technology Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.