Spartan Wealth Advisory Services LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Spartan Wealth Advisory Services LLC’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	$2.6M	Buy	60,284 +4,325	+8%	+$180K	0.21%	99
2026 Q1	$2.21M	Buy	+55,959	New	+$2.27M	0.19%	102

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SDVY Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.7% in Q2 2026, buying an estimated $180K and bringing the position to 60,284 shares worth $2.6M. The position accounts for 0.21% of the portfolio, ranked #99.

Spartan Wealth Advisory Services LLC first reported a position in SDVY in Q1 2026 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Spartan Wealth Advisory Services LLC held 60,284 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.6M as of Q2 2026.
Spartan Wealth Advisory Services LLC bought 4,325 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $180K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.21% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #99 holding.
Spartan Wealth Advisory Services LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
558 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.