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

Rhodes 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
Q3 		$282K Buy
+6,950
New +$300K 0.2% 96

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Rhodes Investment Advisors's SDVY Position: Q3 2026 in Review

Rhodes Investment Advisors opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 6,950 shares worth $282K. The stake represents 0.2% of the portfolio and ranks #96 among its holdings.

22 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Rhodes Investment Advisors held 6,950 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $282K as of Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Rhodes Investment Advisors position in Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of Rhodes Investment Advisors's portfolio in Q3 2026, its #96 holding.
  • 22 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.