Presidio Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Presidio Capital Management’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	$427K	Hold	9,892	–	–	0.11%	49
2026 Q1	$390K	Sell	9,892 -1,050	-10%	-$42.6K	0.11%	45
2025 Q4	$419K	Buy	10,942 +47	+0.4%	+$1.78K	0.13%	45
2025 Q3	$414K	Buy	10,895 +2,047	+23%	+$75.9K	0.15%	41
2025 Q2	$312K	Buy	8,848 +1,410	+19%	+$47.3K	0.12%	48
2025 Q1	$249K	Sell	7,438 -245,308	-97%	-$8.75M	0.1%	57
2024 Q4	$9.06M	Sell	252,746 -85,079	-25%	-$3.18M	4.85%	8
2024 Q3	$12.3M	Buy	337,825 +46,999	+16%	+$1.64M	7.85%	5
2024 Q2	$9.71M	Sell	290,826 -7,804	-3%	-$263K	6.79%	5
2024 Q1	$10.4M	Buy	+298,630	New	+$9.75M	7.58%	5

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

Presidio Capital Management's SDVY Position: Q2 2026 in Review

Presidio Capital Management held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 9,892 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #49.

Presidio Capital Management first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.3M in Q3 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Presidio Capital Management held 9,892 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $427K as of Q2 2026.
Presidio Capital Management left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.11% of Presidio Capital Management's portfolio in Q2 2026, its #49 holding.
Presidio Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Presidio Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $12.3M in Q3 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.