Procyon Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Procyon Advisors’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	$13M	Buy	319,182 +6,020	+2%	+$260K	0.55%	40
2026 Q2	$13.5M	Buy	313,162 +21,757	+7%	+$908K	0.58%	38
2026 Q1	$11.5M	Buy	291,405 +44,143	+18%	+$1.79M	0.56%	38
2025 Q4	$9.48M	Buy	247,262 +9,218	+4%	+$350K	0.47%	47
2025 Q3	$9.05M	Buy	238,044 +19,136	+9%	+$710K	0.54%	44
2025 Q2	$7.72M	Buy	+218,908	New	+$7.35M	0.72%	35

Other funds holding SDVY

LPL Financial San Diego, California $468B AUM 17.69% 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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Procyon Advisors's SDVY Position: Q3 2026 in Review

Procyon Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q3 2026, buying an estimated $260K and bringing the position to 319,182 shares worth $13M. The position accounts for 0.55% of the portfolio, ranked #40.

Procyon Advisors first reported a position in SDVY in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.5M in Q2 2026. 382 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Procyon Advisors held 319,182 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13M as of Q3 2026.
Procyon Advisors bought 6,020 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $260K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.55% of Procyon Advisors's portfolio in Q3 2026, its #40 holding.
Procyon Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 6 quarters since.
Procyon Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.5M in Q2 2026.
382 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.