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

Precedent 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 Q3	$16.2M	Buy	399,506 +66,024	+20%	+$2.85M	2.49%	4
2026 Q2	$14.4M	Buy	333,482 +40,226	+14%	+$1.68M	2.39%	7
2026 Q1	$11.6M	Buy	293,256 +35,669	+14%	+$1.45M	2.31%	8
2025 Q4	$9.9M	Buy	257,587 +12,855	+5%	+$488K	2.07%	9
2025 Q3	$9.3M	Buy	244,732 +30,683	+14%	+$1.14M	2.05%	11
2025 Q2	$7.55M	Buy	214,049 +13,793	+7%	+$463K	1.85%	13
2025 Q1	$6.71M	Buy	200,256 +81,632	+69%	+$2.91M	1.86%	13
2024 Q4	$4.25M	Buy	+118,624	New	+$4.44M	1.39%	17

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

Precedent Wealth Partners's SDVY Position: Q3 2026 in Review

Precedent Wealth Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q3 2026, buying an estimated $2.85M and bringing the position to 399,506 shares worth $16.2M. The position accounts for 2.49% of the portfolio, ranked #4.

Precedent Wealth Partners first reported a position in SDVY in Q4 2024 and has held it in 8 quarters since. 209 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Precedent Wealth Partners held 399,506 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $16.2M as of Q3 2026.
Precedent Wealth Partners bought 66,024 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $2.85M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.49% of Precedent Wealth Partners's portfolio in Q3 2026, its #4 holding.
Precedent Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 8 quarters since.
209 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.