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Southern Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Southern Financial Group’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 		$56.4M Buy
1,308,434
+4,932
+0.4% +$206K 14.41% 3
2026
Q1 		$51.4M Buy
1,303,502
+11,694
+0.9% +$475K 14.36% 3
2025
Q4 		$49.5M Buy
+1,291,808
New +$49M 14.17% 3

Other funds holding SDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Southern Financial Group's SDVY Position: Q2 2026 in Review

Southern Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.38% in Q2 2026, buying an estimated $206K and bringing the position to 1,308,434 shares worth $56.4M. The position accounts for 14.41% of the portfolio, ranked #3.

Southern Financial Group first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Southern Financial Group held 1,308,434 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $56.4M as of Q2 2026.
  • Southern Financial Group bought 4,932 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $206K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 14.41% of Southern Financial Group's portfolio in Q2 2026, its #3 holding.
  • Southern Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.