Second Half Financial Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Second Half 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	$376K	Buy	8,706 +40	+0.5%	+$1.67K	0.15%	64
2026 Q1	$342K	Sell	8,666 -93	-1%	-$3.78K	0.15%	65
2025 Q4	$336K	Hold	8,759	–	–	0.15%	59
2025 Q3	$333K	Sell	8,759 -111	-1%	-$4.12K	0.15%	61
2025 Q2	$313K	Hold	8,870	–	–	0.15%	62
2025 Q1	$297K	Sell	8,870 -512	-5%	-$18.3K	0.15%	65
2024 Q4	$336K	Sell	9,382 -358	-4%	-$13.4K	0.16%	70
2024 Q3	$354K	Buy	9,740 +365	+4%	+$12.7K	0.19%	69
2024 Q2	$313K	Buy	+9,375	New	+$316K	0.25%	31
2023 Q3	–	Sell	-123,235	Closed	-$3.49M	–	118
2023 Q2	$3.49M	Buy	+123,235	New	+$3.27M	0.8%	37

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

Second Half Financial Partners's SDVY Position: Q2 2026 in Review

Second Half Financial Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.46% in Q2 2026, buying an estimated $1.67K and bringing the position to 8,706 shares worth $376K. The position accounts for 0.15% of the portfolio, ranked #64.

Second Half Financial Partners first reported a position in SDVY in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.49M in Q2 2023. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Second Half Financial Partners held 8,706 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $376K as of Q2 2026.
Second Half Financial Partners bought 40 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.67K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Second Half Financial Partners's portfolio in Q2 2026, its #64 holding.
Second Half Financial Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 10 quarters since.
Second Half Financial Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.49M in Q2 2023.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.