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

Prosperity Capital 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 Q2	$361K	Sell	8,377 -553	-6%	-$23.1K	0.02%	318
2026 Q1	$352K	Sell	8,930 -744	-8%	-$30.2K	0.02%	309
2025 Q4	$371K	Sell	9,674 -1,788	-16%	-$67.9K	0.02%	295
2025 Q3	$436K	Sell	11,462 -57,940	-83%	-$2.15M	0.03%	298
2025 Q2	$2.45M	Buy	+69,402	New	+$2.33M	0.16%	110

Other funds holding SDVY

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prosperity Capital Advisors's SDVY Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.2% in Q2 2026, selling an estimated $23.1K and leaving 8,377 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #318.

Prosperity Capital Advisors first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.45M in Q2 2025. 123 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Prosperity Capital Advisors held 8,377 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $361K as of Q2 2026.
Prosperity Capital Advisors sold 553 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $23.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #318 holding.
Prosperity Capital Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
Prosperity Capital Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.45M in Q2 2025.
123 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.