Proactive Wealth Strategies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Proactive Wealth Strategies’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	$4.28M	Sell	105,469 -2,895	-3%	-$125K	0.66%	42
2026 Q2	$4.67M	Sell	108,364 -2,054	-2%	-$85.7K	0.75%	39
2026 Q1	$4.35M	Buy	110,418 +54,599	+98%	+$2.22M	0.82%	38
2025 Q4	$2.14M	Sell	55,819 -1,099	-2%	-$41.7K	0.85%	38
2025 Q3	$2.16M	Sell	56,918 -113	-0.2%	-$4.19K	0.93%	38
2025 Q2	$2.01M	Sell	57,031 -107	-0.2%	-$3.59K	0.95%	37
2025 Q1	$1.91M	Sell	57,138 -234	-0.4%	-$8.35K	1.02%	34
2024 Q4	$2.06M	Sell	57,372 -18,546	-24%	-$694K	1.07%	31
2024 Q3	$2.76M	Buy	+75,918	New	+$2.65M	1.53%	19

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Proactive Wealth Strategies's SDVY Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.7% in Q3 2026, selling an estimated $125K and leaving 105,469 shares worth $4.28M. The position accounts for 0.66% of the portfolio, ranked #42.

Proactive Wealth Strategies first reported a position in SDVY in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.67M in Q2 2026. 507 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Proactive Wealth Strategies held 105,469 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.28M as of Q3 2026.
Proactive Wealth Strategies sold 2,895 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $125K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.66% of Proactive Wealth Strategies's portfolio in Q3 2026, its #42 holding.
Proactive Wealth Strategies first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.67M in Q2 2026.
507 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.