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

PSI 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	$10.9M	Sell	251,602 -7,151	-3%	-$298K	2.52%	9
2026 Q1	$10.2M	Buy	258,753 +8,090	+3%	+$329K	2.44%	9
2025 Q4	$9.66M	Buy	250,663 +7,158	+3%	+$272K	2.43%	10
2025 Q3	$9.26M	Buy	+243,505	New	+$9.03M	2.38%	10
2025 Q2	–	Sell	-208,535	Closed	-$6.99M	–	578
2025 Q1	$6.99M	Buy	208,535 +11,460	+6%	+$409K	2.27%	10
2024 Q4	$7.07M	Buy	197,075 +13,555	+7%	+$507K	2.1%	12
2024 Q3	$6.68M	Buy	183,520 +13,282	+8%	+$464K	1.96%	14
2024 Q2	$5.68M	Buy	170,238 +27,621	+19%	+$930K	1.8%	14
2024 Q1	$4.97M	Buy	142,617 +31,368	+28%	+$1.02M	1.79%	12
2023 Q4	$3.65M	Buy	111,249 +13,079	+13%	+$382K	1.36%	18
2023 Q3	$2.77M	Buy	98,170 +7,877	+9%	+$230K	1.2%	18
2023 Q2	$2.56M	Buy	90,293 +22,135	+32%	+$587K	1.12%	19
2023 Q1	$1.82M	Buy	68,158 +32,673	+92%	+$906K	0.88%	25
2022 Q4	$924K	Buy	35,485 +6,556	+23%	+$170K	0.49%	41
2022 Q3	$669K	Buy	28,929 +6,820	+31%	+$173K	0.35%	56
2022 Q2	$528K	Buy	22,109 +21,132	+2,163%	+$553K	0.26%	76
2022 Q1	$27K	Buy	+977	New	+$28.2K	0.01%	330

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

PSI Advisors's SDVY Position: Q2 2026 in Review

PSI Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.8% in Q2 2026, selling an estimated $298K and leaving 251,602 shares worth $10.9M. The position accounts for 2.52% of the portfolio, ranked #9.

PSI Advisors first reported a position in SDVY in Q1 2022 and has held it in 17 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

PSI Advisors held 251,602 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $10.9M as of Q2 2026.
PSI Advisors sold 7,151 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $298K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.52% of PSI Advisors's portfolio in Q2 2026, its #9 holding.
PSI Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.