Retirement Planning Group (Kansas)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Retirement Planning Group (Kansas)’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	$560K	Sell	12,984 -2,550	-16%	-$106K	0.01%	307
2026 Q1	$613K	Buy	15,534 +1,864	+14%	+$75.7K	0.02%	269
2025 Q4	$524K	Buy	13,670 +417	+3%	+$15.8K	0.02%	264
2025 Q3	$504K	Buy	+13,253	New	+$492K	0.02%	267

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

Retirement Planning Group (Kansas)'s SDVY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 16% in Q2 2026, selling an estimated $106K and leaving 12,984 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #307.

Retirement Planning Group (Kansas) first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $613K in Q1 2026. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Retirement Planning Group (Kansas) held 12,984 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $560K as of Q2 2026.
Retirement Planning Group (Kansas) sold 2,550 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $106K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #307 holding.
Retirement Planning Group (Kansas) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
Retirement Planning Group (Kansas)'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $613K in Q1 2026.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.