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

Prostatis 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	$4.1M	Buy	95,108 +4,744	+5%	+$198K	0.96%	29
2026 Q1	$3.56M	Sell	90,364 -4,329	-5%	-$176K	0.91%	33
2025 Q4	$3.63M	Buy	94,693 +1,050	+1%	+$39.9K	0.87%	36
2025 Q3	$3.56M	Buy	93,643 +23,337	+33%	+$866K	0.89%	31
2025 Q2	$2.48M	Sell	70,306 -25,894	-27%	-$869K	0.71%	43
2025 Q1	$3.22M	Sell	96,200 -14,018	-13%	-$500K	1.02%	25
2024 Q4	$3.95M	Buy	110,218 +16,480	+18%	+$617K	1.15%	22
2024 Q3	$3.41M	Buy	93,738 +7,003	+8%	+$244K	1.12%	24
2024 Q2	$2.94M	Buy	86,735 +10,967	+14%	+$369K	1.03%	27
2024 Q1	$2.64M	Buy	+75,768	New	+$2.47M	1%	31
2022 Q4	–	Sell	-120,832	Closed	-$2.79M	–	108
2022 Q3	$2.79M	Buy	+120,832	New	+$3.07M	3.22%	8

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

Prostatis Group's SDVY Position: Q2 2026 in Review

Prostatis Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.2% in Q2 2026, buying an estimated $198K and bringing the position to 95,108 shares worth $4.1M. The position accounts for 0.96% of the portfolio, ranked #29.

Prostatis Group first reported a position in SDVY in Q3 2022 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Prostatis Group held 95,108 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.1M as of Q2 2026.
Prostatis Group bought 4,744 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $198K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.96% of Prostatis Group's portfolio in Q2 2026, its #29 holding.
Prostatis Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2022 and has held it in 11 quarters since.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.