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

Redhawk Wealth 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	$696K	Sell	16,133 -9,404	-37%	-$392K	0.07%	216
2026 Q1	$1.01M	Sell	25,537 -301	-1%	-$12.2K	0.11%	166
2025 Q4	$990K	Sell	25,838 -824	-3%	-$31.3K	0.11%	168
2025 Q3	$1.01M	Sell	26,662 -1,595	-6%	-$59.2K	0.12%	161
2025 Q2	$997K	Sell	28,257 -117,705	-81%	-$3.95M	0.13%	152
2025 Q1	$4.89M	Sell	145,962 -4,341	-3%	-$155K	0.66%	36
2024 Q4	$5.39M	Buy	150,303 +21,199	+16%	+$793K	0.73%	31
2024 Q3	$4.7M	Buy	129,104 +10,198	+9%	+$356K	0.67%	41
2024 Q2	$3.97M	Sell	118,906 -4,514	-4%	-$152K	0.61%	44
2024 Q1	$4.3M	Buy	123,420 +116,154	+1,599%	+$3.79M	0.7%	33
2023 Q4	$238K	Buy	+7,266	New	+$212K	0.05%	259

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

Redhawk Wealth Advisors's SDVY Position: Q2 2026 in Review

Redhawk Wealth Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 37% in Q2 2026, selling an estimated $392K and leaving 16,133 shares worth $696K. The position accounts for 0.07% of the portfolio, ranked #216.

Redhawk Wealth Advisors first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.39M in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Redhawk Wealth Advisors held 16,133 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $696K as of Q2 2026.
Redhawk Wealth Advisors sold 9,404 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $392K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #216 holding.
Redhawk Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Redhawk Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.39M in Q4 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.