Sanchez Wealth Management Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sanchez Wealth Management 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	$20.1M	Buy	466,604 +14,879	+3%	+$621K	3.53%	12
2026 Q1	$17.8M	Buy	451,725 +5,492	+1%	+$223K	3.85%	12
2025 Q4	$17.1M	Buy	446,233 +42,676	+11%	+$1.62M	3.66%	12
2025 Q3	$15.3M	Buy	403,557 +13,813	+4%	+$512K	3.41%	12
2025 Q2	$13.8M	Buy	389,744 +15,237	+4%	+$511K	3.32%	14
2025 Q1	$12.5M	Buy	374,507 +20,026	+6%	+$714K	3.41%	13
2024 Q4	$12.7M	Buy	354,481 +2,731	+0.8%	+$102K	3.47%	12
2024 Q3	$12.8M	Sell	351,750 -32,192	-8%	-$1.12M	3.9%	11
2024 Q2	$12.8M	Buy	383,942 +8,745	+2%	+$294K	4.15%	12
2024 Q1	$13.1M	Sell	375,197 -16,104	-4%	-$526K	4.42%	12
2023 Q4	$12.8M	Buy	+391,301	New	+$11.4M	4.67%	10

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

Sanchez Wealth Management Group's SDVY Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.3% in Q2 2026, buying an estimated $621K and bringing the position to 466,604 shares worth $20.1M. The position accounts for 3.53% of the portfolio, ranked #12.

Sanchez Wealth Management Group first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Sanchez Wealth Management Group held 466,604 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $20.1M as of Q2 2026.
Sanchez Wealth Management Group bought 14,879 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $621K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 3.53% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #12 holding.
Sanchez Wealth Management Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.