Southland Equity Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Southland Equity Partners's SDVY Position: Q2 2026 in Review
Southland Equity Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.3% in Q2 2026, buying an estimated $25.3K and bringing the position to 205,509 shares worth $8.87M. The position accounts for 1.55% of the portfolio, ranked #12.
Southland Equity Partners first reported a position in SDVY in Q1 2022 and has held it in 14 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Southland Equity Partners held 205,509 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.87M as of Q2 2026.
- Southland Equity Partners bought 607 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $25.3K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 1.55% of Southland Equity Partners's portfolio in Q2 2026, its #12 holding.
- Southland Equity Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 14 quarters since.
- 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.