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

SFG Wealth Management’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	$1.25M	Buy	28,871 +2,076	+8%	+$86.6K	0.45%	36
2026 Q1	$1.06M	Buy	26,795 +2,438	+10%	+$99K	0.44%	42
2025 Q4	$933K	Sell	24,357 -357	-1%	-$13.6K	0.37%	50
2025 Q3	$940K	Buy	+24,714	New	+$917K	0.41%	47
2025 Q2	–	Sell	-20,540	Closed	-$688K	–	116
2025 Q1	$688K	Buy	20,540 +82	+0.4%	+$2.92K	0.34%	55
2024 Q4	$733K	Sell	20,458 -1,393	-6%	-$52.1K	0.38%	42
2024 Q3	$795K	Buy	21,851 +71	+0.3%	+$2.48K	0.42%	40
2024 Q2	$727K	Buy	21,780 +82	+0.4%	+$2.76K	0.41%	37
2024 Q1	$756K	Buy	21,698 +1,655	+8%	+$54K	0.45%	35
2023 Q4	$657K	Buy	20,043 +3,779	+23%	+$110K	0.44%	39
2023 Q3	$459K	Buy	+16,264	New	+$475K	0.36%	47

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

SFG Wealth Management's SDVY Position: Q2 2026 in Review

SFG Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.7% in Q2 2026, buying an estimated $86.6K and bringing the position to 28,871 shares worth $1.25M. The position accounts for 0.45% of the portfolio, ranked #36.

SFG Wealth Management first reported a position in SDVY in Q3 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

SFG Wealth Management held 28,871 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.25M as of Q2 2026.
SFG Wealth Management bought 2,076 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $86.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.45% of SFG Wealth Management's portfolio in Q2 2026, its #36 holding.
SFG Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 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 SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.