Spectrum Wealth Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Spectrum Wealth Advisory 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	$6.01M	Buy	139,316 +37,389	+37%	+$1.56M	1.71%	14
2026 Q1	$4.02M	Sell	101,927 -414,517	-80%	-$16.8M	1.49%	15
2025 Q4	$19.8M	Buy	516,444 +413,010	+399%	+$15.7M	7.27%	4
2025 Q3	$3.93M	Buy	103,434 +1,482	+1%	+$55K	1.62%	14
2025 Q2	$3.6M	Sell	101,952 -17,972	-15%	-$603K	1.67%	13
2025 Q1	$4.02M	Buy	119,924 +94,664	+375%	+$3.38M	1.93%	12
2024 Q4	$906K	Buy	+25,260	New	+$945K	0.43%	25

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Spectrum Wealth Advisory Group's SDVY Position: Q2 2026 in Review

Spectrum Wealth Advisory Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 37% in Q2 2026, buying an estimated $1.56M and bringing the position to 139,316 shares worth $6.01M. The position accounts for 1.71% of the portfolio, ranked #14.

Spectrum Wealth Advisory Group first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.8M in Q4 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Spectrum Wealth Advisory Group held 139,316 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.01M as of Q2 2026.
Spectrum Wealth Advisory Group bought 37,389 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.56M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.71% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #14 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Spectrum Wealth Advisory Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $19.8M in Q4 2025.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.