RiverTree Advisors
SDVY icon

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

RiverTree 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 		$2.96M Sell
73,050
-476
-0.6% -$20.6K 1.77% 19
2026
Q2 		$3.17M Buy
73,526
+1,348
+2% +$56.2K 1.87% 21
2026
Q1 		$2.85M Sell
72,178
-909
-1% -$36.9K 1.8% 22
2025
Q4 		$2.8M Buy
73,087
+1,524
+2% +$57.9K 1.79% 20
2025
Q3 		$2.72M Sell
71,563
-412
-0.6% -$15.3K 1.74% 21
2025
Q2 		$2.54M Sell
71,975
-30,554
-30% -$1.03M 1.7% 23
2025
Q1 		$3.43M Sell
102,529
-56,363
-35% -$2.01M 2.3% 14
2024
Q4 		$5.7M Buy
158,892
+4,218
+3% +$158K 3.74% 12
2024
Q3 		$5.63M Sell
154,674
-12,531
-7% -$437K 3.82% 11
2024
Q2 		$5.58M Sell
167,205
-10,511
-6% -$354K 3.81% 11
2024
Q1 		$6.19M Buy
177,716
+4,739
+3% +$155K 4.15% 10
2023
Q4 		$5.67M Buy
+172,977
New +$5.05M 3.85% 12
2022
Q3 		– Sell
-287,177
Closed -$6.86M – 43
2022
Q2 		$6.86M Sell
287,177
-5,333
-2% -$140K 5.34% 9
2022
Q1 		$8.15M Buy
292,510
+32,843
+13% +$948K 5.49% 10
2021
Q4 		$7.87M Buy
259,667
+801
+0.3% +$23.8K 5.04% 8
2021
Q3 		$7.32M Buy
258,866
+14,953
+6% +$433K 4.99% 6
2021
Q2 		$7.1M Buy
+243,913
New +$7.19M 4.8% 8

Other funds holding SDVY

Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

RiverTree Advisors's SDVY Position: Q3 2026 in Review

RiverTree Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.65% in Q3 2026, selling an estimated $20.6K and leaving 73,050 shares worth $2.96M. The position accounts for 1.77% of the portfolio, ranked #19.

RiverTree Advisors first reported a position in SDVY in Q2 2021 and has held it in 17 quarters since. The position peaked at $8.15M in Q1 2022. 139 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • RiverTree Advisors held 73,050 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.96M as of Q3 2026.
  • RiverTree Advisors sold 476 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $20.6K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.77% of RiverTree Advisors's portfolio in Q3 2026, its #19 holding.
  • RiverTree Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 17 quarters since.
  • RiverTree Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $8.15M in Q1 2022.
  • 139 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.