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

Regal Investment 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 		$5.32M Buy
123,381
+23,326
+23% +$973K 0.28% 91
2026
Q1 		$3.95M Buy
100,055
+15,855
+19% +$644K 0.23% 115
2025
Q4 		$3.23M Buy
84,200
+14,957
+22% +$568K 0.19% 133
2025
Q3 		$2.63M Buy
69,243
+35,611
+106% +$1.32M 0.17% 149
2025
Q2 		$1.19M Buy
33,632
+10,785
+47% +$362K 0.09% 211
2025
Q1 		$765K Sell
22,847
-1,003
-4% -$35.8K 0.06% 254
2024
Q4 		$855K Buy
23,850
+9,531
+67% +$357K 0.06% 246
2024
Q3 		$521K Sell
14,319
-2,333
-14% -$81.4K 0.04% 349
2024
Q2 		$556K Sell
16,652
-1,881
-10% -$63.3K 0.04% 334
2024
Q1 		$645K Sell
18,533
-6,431
-26% -$210K 0.04% 312
2023
Q4 		$818K Sell
24,964
-2,575
-9% -$75.2K 0.06% 250
2023
Q3 		$777K Sell
27,539
-169,070
-86% -$4.94M 0.07% 234
2023
Q2 		$5.57M Buy
196,609
+3,009
+2% +$79.8K 0.47% 58
2023
Q1 		$5.16M Sell
193,600
-105,513
-35% -$2.93M 0.46% 64
2022
Q4 		$7.79M Sell
299,113
-6,651
-2% -$173K 0.75% 31
2022
Q3 		$7.07M Sell
305,764
-49,836
-14% -$1.27M 0.75% 30
2022
Q2 		$8.49M Buy
355,600
+23,713
+7% +$621K 0.88% 26
2022
Q1 		$9.25M Buy
+331,887
New +$9.58M 0.85% 26

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Regal Investment Advisors's SDVY Position: Q2 2026 in Review

Regal Investment Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 23% in Q2 2026, buying an estimated $973K and bringing the position to 123,381 shares worth $5.32M. The position accounts for 0.28% of the portfolio, ranked #91.

Regal Investment Advisors first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.25M in Q1 2022. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Regal Investment Advisors held 123,381 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.32M as of Q2 2026.
  • Regal Investment Advisors bought 23,326 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $973K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.28% of Regal Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • Regal Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • Regal Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $9.25M in Q1 2022.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.