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SDVY icon

SignatureFD’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

SignatureFD’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 		$55.3K Buy
1,283
+16
+1% +$668 ﹤0.01% 1811
2026
Q1 		$49.9K Hold
1,267
– – ﹤0.01% 1723
2025
Q4 		$48.5K Sell
1,267
-56
-4% -$2.13K ﹤0.01% 1667
2025
Q3 		$50.3K Buy
1,323
+57
+5% +$2.11K ﹤0.01% 1636
2025
Q2 		$44.7K Hold
1,266
– – ﹤0.01% 1639
2025
Q1 		$42.4K Hold
1,266
– – ﹤0.01% 1674
2024
Q4 		$45.4K Hold
1,266
– – ﹤0.01% 1639
2024
Q3 		$46.1K Hold
1,266
– – ﹤0.01% 1621
2024
Q2 		$42.3K Sell
1,266
-416
-25% -$14K ﹤0.01% 1587
2024
Q1 		$58.6K Buy
+1,682
New +$54.9K ﹤0.01% 1464

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

SignatureFD's SDVY Position: Q2 2026 in Review

SignatureFD increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.3% in Q2 2026, buying an estimated $668 and bringing the position to 1,283 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

SignatureFD first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $58.6K in Q1 2024. 155 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • SignatureFD held 1,283 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $55.3K as of Q2 2026.
  • SignatureFD bought 16 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $668.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1811 holding.
  • SignatureFD first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
  • SignatureFD's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $58.6K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.