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Secured Retirement Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Secured Retirement Advisors’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 		$1.56M Sell
36,180
-1,299
-3% -$54.2K 0.8% 46
2026
Q1 		$1.48M Sell
37,479
-2,058
-5% -$83.6K 0.84% 33
2025
Q4 		$1.52M Sell
39,537
-3,666
-8% -$139K 0.85% 37
2025
Q3 		$1.64M Sell
43,203
-2,137
-5% -$79.3K 0.92% 31
2025
Q2 		$1.6M Sell
45,340
-1,400
-3% -$47K 0.95% 32
2025
Q1 		$1.57M Sell
46,740
-28,709
-38% -$1.02M 1.01% 24
2024
Q4 		$2.7M Buy
75,449
+1,807
+2% +$67.6K 1.55% 9
2024
Q3 		$2.68M Sell
73,642
-1,729
-2% -$60.4K 1.93% 7
2024
Q2 		$2.52M Sell
75,371
-838
-1% -$28.2K 1.96% 8
2024
Q1 		$2.65M Buy
76,209
+1,051
+1% +$34.3K 2.25% 8
2023
Q4 		$2.46M Buy
+75,158
New +$2.19M 2.37% 7

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Secured Retirement Advisors's SDVY Position: Q2 2026 in Review

Secured Retirement Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.5% in Q2 2026, selling an estimated $54.2K and leaving 36,180 shares worth $1.56M. The position accounts for 0.8% of the portfolio, ranked #46.

Secured Retirement Advisors first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q4 2024. 123 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Secured Retirement Advisors held 36,180 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.56M as of Q2 2026.
  • Secured Retirement Advisors sold 1,299 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $54.2K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.8% of Secured Retirement Advisors's portfolio in Q2 2026, its #46 holding.
  • Secured Retirement Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
  • Secured Retirement Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.7M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.