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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Proactive Wealth Strategies's SDVY Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q2 2026, selling an estimated $85.7K and leaving 108,364 shares worth $4.67M. The position accounts for 0.75% of the portfolio, ranked #39.

Proactive Wealth Strategies first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 401 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Proactive Wealth Strategies held 108,364 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.67M as of Q2 2026.
  • Proactive Wealth Strategies sold 2,054 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $85.7K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.75% of Proactive Wealth Strategies's portfolio in Q2 2026, its #39 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 8 quarters since.
  • 401 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.