Root Financial Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Root Financial Partners’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	$765K	Sell	18,858 -1,347	-7%	-$58.2K	0.03%	167
2026 Q2	$872K	Sell	20,205 -5,403	-21%	-$225K	0.03%	136
2026 Q1	$1.01M	Sell	25,608 -2,568	-9%	-$104K	0.05%	104
2025 Q4	$1.08M	Sell	28,176 -11,235	-29%	-$427K	0.06%	91
2025 Q3	$1.5M	Buy	39,411 +2,474	+7%	+$91.8K	0.09%	65
2025 Q2	$1.3M	Sell	36,937 -2,191	-6%	-$73.5K	0.13%	63
2025 Q1	$1.31M	Sell	39,128 -169	-0.4%	-$6.03K	0.14%	54
2024 Q4	$1.41M	Sell	39,297 -2,930	-7%	-$110K	0.17%	45
2024 Q3	$1.54M	Sell	42,227 -2,808	-6%	-$98K	0.25%	39
2024 Q2	$1.5M	Buy	45,035 +305	+0.7%	+$10.3K	0.35%	30
2024 Q1	$1.56M	Sell	44,730 -189	-0.4%	-$6.17K	0.46%	27
2023 Q4	$1.47M	Buy	44,919 +2,699	+6%	+$78.8K	0.55%	22
2023 Q3	$1.19M	Buy	42,220 +764	+2%	+$22.3K	0.63%	21
2023 Q2	$1.17M	Sell	41,456 -4,812	-10%	-$128K	0.7%	22
2023 Q1	$1.23M	Buy	+46,268	New	+$1.28M	0.88%	20

Other funds holding SDVY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Root Financial Partners's SDVY Position: Q3 2026 in Review

Root Financial Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.7% in Q3 2026, selling an estimated $58.2K and leaving 18,858 shares worth $765K. The position accounts for 0.03% of the portfolio, ranked #167.

Root Financial Partners first reported a position in SDVY in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.56M in Q1 2024. 229 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Root Financial Partners held 18,858 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $765K as of Q3 2026.
Root Financial Partners sold 1,347 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $58.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #167 holding.
Root Financial Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 15 quarters since.
Root Financial Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.56M in Q1 2024.
229 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.