Prasad Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Prasad Wealth 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	$437K	Buy	10,122 +10	+0.1%	+$417	0.11%	96
2026 Q1	$399K	Buy	10,112 +513	+5%	+$20.8K	0.11%	90
2025 Q4	$368K	Sell	9,599 -318	-3%	-$12.1K	0.1%	92
2025 Q3	$377K	Buy	+9,917	New	+$368K	0.11%	90
2025 Q1	–	Sell	-5,615	Closed	-$201K	–	123
2024 Q4	$201K	Buy	+5,615	New	+$210K	0.07%	109

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

Prasad Wealth Partners's SDVY Position: Q2 2026 in Review

Prasad Wealth Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.1% in Q2 2026, buying an estimated $417 and bringing the position to 10,122 shares worth $437K. The position accounts for 0.11% of the portfolio, ranked #96.

Prasad Wealth Partners first reported a position in SDVY in Q4 2024 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Prasad Wealth Partners held 10,122 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $437K as of Q2 2026.
Prasad Wealth Partners bought 10 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $417.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.11% of Prasad Wealth Partners's portfolio in Q2 2026, its #96 holding.
Prasad Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 5 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.