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 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

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

Root Financial Partners's SDVY Position: Q2 2026 in Review

Root Financial Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 21% in Q2 2026, selling an estimated $225K and leaving 20,205 shares worth $872K. The position accounts for 0.03% of the portfolio, ranked #136.

Root Financial Partners first reported a position in SDVY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.56M in Q1 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Root Financial Partners held 20,205 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $872K as of Q2 2026.
Root Financial Partners sold 5,403 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $225K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #136 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 14 quarters since.
Root Financial Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.56M in Q1 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.