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 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	$9.87M	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

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

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

Precedent Wealth Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 14% in Q2 2026, buying an estimated $1.68M and bringing the position to 333,482 shares worth $14.4M. The position accounts for 2.39% of the portfolio, ranked #7.

Precedent Wealth Partners 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.

Precedent Wealth Partners held 333,482 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $14.4M as of Q2 2026.
Precedent Wealth Partners bought 40,226 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.68M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.39% of Precedent Wealth Partners's portfolio in Q2 2026, its #7 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 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 Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.