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

Simplicity Wealth’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	$7.29M	Buy	168,894 +24,786	+17%	+$1.03M	0.25%	94
2026 Q1	$5.68M	Buy	144,108 +58,378	+68%	+$2.37M	0.32%	68
2025 Q4	$3.29M	Sell	85,730 -8,601	-9%	-$327K	0.2%	120
2025 Q3	$3.59M	Buy	94,331 +1,068	+1%	+$39.6K	0.21%	112
2025 Q2	$3.29M	Buy	93,263 +7,077	+8%	+$237K	0.14%	153
2025 Q1	$2.89M	Buy	86,186 +6,586	+8%	+$235K	0.22%	110
2024 Q4	$2.85M	Buy	+79,600	New	+$2.98M	0.6%	34

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

Simplicity Wealth's SDVY Position: Q2 2026 in Review

Simplicity Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 17% in Q2 2026, buying an estimated $1.03M and bringing the position to 168,894 shares worth $7.29M. The position accounts for 0.25% of the portfolio, ranked #94.

Simplicity Wealth first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Simplicity Wealth held 168,894 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.29M as of Q2 2026.
Simplicity Wealth bought 24,786 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.03M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.25% of Simplicity Wealth's portfolio in Q2 2026, its #94 holding.
Simplicity Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.