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 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

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

RiverTree Advisors's SDVY Position: Q2 2026 in Review

RiverTree Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q2 2026, buying an estimated $56.2K and bringing the position to 73,526 shares worth $3.17M. The position accounts for 1.87% of the portfolio, ranked #21.

RiverTree Advisors first reported a position in SDVY in Q2 2021 and has held it in 16 quarters since. The position peaked at $8.15M in Q1 2022. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

RiverTree Advisors held 73,526 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.17M as of Q2 2026.
RiverTree Advisors bought 1,348 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $56.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.87% of RiverTree Advisors's portfolio in Q2 2026, its #21 holding.
RiverTree Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 16 quarters since.
RiverTree Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $8.15M in Q1 2022.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.