Savvy Advisors Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Savvy Advisors Inc’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	$2.35M	Buy	54,570 +42,805	+364%	+$1.79M	0.05%	302
2026 Q1	$464K	Buy	11,765 +942	+9%	+$38.3K	0.01%	706
2025 Q4	$415K	Buy	10,823 +2,076	+24%	+$78.8K	0.01%	633
2025 Q3	$333K	Buy	8,747 +2,643	+43%	+$98K	0.02%	576
2025 Q2	$215K	Buy	+6,104	New	+$205K	0.01%	583

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

Savvy Advisors Inc's SDVY Position: Q2 2026 in Review

Savvy Advisors Inc increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 364% in Q2 2026, buying an estimated $1.79M and bringing the position to 54,570 shares worth $2.35M. The position accounts for 0.05% of the portfolio, ranked #302.

Savvy Advisors Inc first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Savvy Advisors Inc held 54,570 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.35M as of Q2 2026.
Savvy Advisors Inc bought 42,805 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.79M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #302 holding.
Savvy Advisors Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.