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Sawyer & Company’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sawyer & Company’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 		– Sell
-162
Closed -$6.39K – 210
2026
Q1 		$6.39K Hold
162
– – ﹤0.01% 163
2025
Q4 		$6.21K Sell
162
-195
-55% -$7.4K ﹤0.01% 166
2025
Q3 		$13K Buy
+357
New +$13.2K ﹤0.01% 142
2025
Q2 		– Sell
-587
Closed -$20K – 214
2025
Q1 		$20K Hold
587
– – 0.01% 141
2024
Q4 		$21K Sell
587
-261
-31% -$9.77K 0.01% 141
2024
Q3 		$31K Hold
848
– – 0.01% 143
2024
Q2 		$28K Hold
848
– – 0.01% 138
2024
Q1 		$29.5K Hold
848
– – 0.01% 138
2023
Q4 		$28K Hold
848
– – 0.01% 141
2023
Q3 		$24K Buy
+848
New +$24.8K 0.01% 143

Other funds holding SDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Sawyer & Company's SDVY Position: Q2 2026 in Review

Sawyer & Company sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 162 shares — an estimated $6.39K sold.

Sawyer & Company first reported a position in SDVY in Q3 2023 and held it in 10 quarters. The position peaked at $31K in Q3 2024. 273 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Sawyer & Company reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Sawyer & Company sold 162 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.39K.
  • Sawyer & Company first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and held it in 10 quarters.
  • Sawyer & Company's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $31K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.