Prosperity Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Prosperity Financial Group’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	$886K	Buy	20,548 +1,241	+6%	+$51.8K	0.27%	93
2026 Q1	$761K	Buy	19,307 +3,426	+22%	+$139K	0.28%	95
2025 Q4	$609K	Buy	15,881 +208	+1%	+$7.9K	0.22%	107
2025 Q3	$596K	Sell	15,673 -1,210	-7%	-$44.9K	0.22%	106
2025 Q2	$596K	Buy	16,883 +1,603	+10%	+$53.8K	0.25%	98
2025 Q1	$512K	Buy	15,280 +2,565	+20%	+$91.5K	0.25%	94
2024 Q4	$456K	Sell	12,715 -22,866	-64%	-$856K	0.23%	95
2024 Q3	$1.29M	Buy	+35,581	New	+$1.24M	0.72%	38

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

Prosperity Financial Group's SDVY Position: Q2 2026 in Review

Prosperity Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.4% in Q2 2026, buying an estimated $51.8K and bringing the position to 20,548 shares worth $886K. The position accounts for 0.27% of the portfolio, ranked #93.

Prosperity Financial Group first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q3 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Prosperity Financial Group held 20,548 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $886K as of Q2 2026.
Prosperity Financial Group bought 1,241 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $51.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.27% of Prosperity Financial Group's portfolio in Q2 2026, its #93 holding.
Prosperity Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Financial Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.29M in Q3 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.