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

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

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.