Southland Equity Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Southland Equity Partners’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	$8.87M	Buy	205,509 +607	+0.3%	+$25.3K	1.55%	12
2026 Q1	$8.08M	Buy	204,902 +5,016	+3%	+$204K	1.57%	11
2025 Q4	$7.66M	Buy	199,886 +1,728	+0.9%	+$65.6K	1.51%	13
2025 Q3	$7.53M	Sell	198,158 -9,009	-4%	-$334K	1.52%	14
2025 Q2	$7.31M	Buy	207,167 +2	+0%	+$67	1.6%	14
2025 Q1	$6.94M	Buy	207,165 +11,340	+6%	+$405K	1.62%	14
2024 Q4	$7.02M	Buy	195,825 +2,818	+1%	+$105K	1.63%	13
2024 Q3	$7.02M	Buy	193,007 +142,109	+279%	+$4.96M	1.71%	12
2024 Q2	$1.7M	Buy	50,898 +38,179	+300%	+$1.29M	0.49%	43
2024 Q1	$443K	Buy	12,719 +2,455	+24%	+$80.1K	0.12%	115
2023 Q4	$336K	Buy	10,264 +2,666	+35%	+$77.8K	0.11%	131
2023 Q3	$214K	Buy	7,598 +229	+3%	+$6.68K	0.07%	176
2023 Q2	$209K	Buy	+7,369	New	+$195K	0.07%	175
2022 Q2	–	Sell	-7,730	Closed	-$215K	–	175
2022 Q1	$215K	Buy	+7,730	New	+$223K	0.09%	163

Other funds holding SDVY

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return