Solano Wealth Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Solano Wealth Investment 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	$18M	Sell	416,944 -8,163	-2%	-$341K	8.19%	2
2026 Q1	$16.8M	Sell	425,107 -6,352	-1%	-$258K	8.35%	3
2025 Q4	$16.5M	Sell	431,459 -422	-0.1%	-$16K	8.19%	4
2025 Q3	$16.4M	Buy	431,881 +10,241	+2%	+$380K	7.92%	4
2025 Q2	$14.9M	Buy	421,640 +16,566	+4%	+$556K	7.64%	4
2025 Q1	$13.6M	Buy	405,074 +53,927	+15%	+$1.92M	8.4%	3
2024 Q4	$12.6M	Buy	+351,147	New	+$13.1M	7.57%	4

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

Solano Wealth Investment Advisors's SDVY Position: Q2 2026 in Review

Solano Wealth Investment Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q2 2026, selling an estimated $341K and leaving 416,944 shares worth $18M. The position accounts for 8.19% of the portfolio, ranked #2.

Solano Wealth Investment Advisors first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Solano Wealth Investment Advisors held 416,944 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $18M as of Q2 2026.
Solano Wealth Investment Advisors sold 8,163 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $341K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 8.19% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #2 holding.
Solano Wealth Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.