S Harris Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

S Harris Financial Group’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	$12.7M	Buy	294,596 +10,176	+4%	+$425K	9.85%	2
2026 Q1	$11.2M	Buy	284,420 +5,208	+2%	+$212K	10.23%	2
2025 Q4	$10.7M	Buy	+279,212	New	+$10.6M	10.25%	2

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

S Harris Financial Group's SDVY Position: Q2 2026 in Review

S Harris Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.6% in Q2 2026, buying an estimated $425K and bringing the position to 294,596 shares worth $12.7M. The position accounts for 9.85% of the portfolio, ranked #2.

S Harris Financial Group first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

S Harris Financial Group held 294,596 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $12.7M as of Q2 2026.
S Harris Financial Group bought 10,176 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $425K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 9.85% of S Harris Financial Group's portfolio in Q2 2026, its #2 holding.
S Harris Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
572 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.