Spire Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Spire Wealth Management’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	$3.31M	Sell	76,782 -294	-0.4%	-$12.3K	0.1%	182
2026 Q1	$3.04M	Sell	77,076 -7,379	-9%	-$300K	0.1%	183
2025 Q4	$3.24M	Sell	84,455 -291	-0.3%	-$11K	0.11%	171
2025 Q3	$3.22M	Buy	84,746 +2,403	+3%	+$89.1K	0.11%	159
2025 Q2	$2.91M	Sell	82,343 -669	-0.8%	-$22.4K	0.1%	164
2025 Q1	$2.78M	Buy	83,012 +813	+1%	+$29K	0.09%	216
2024 Q4	$2.95M	Buy	82,199 +5,248	+7%	+$196K	0.09%	189
2024 Q3	$2.8M	Buy	76,951 +687	+0.9%	+$24K	0.09%	175
2024 Q2	$2.55M	Buy	76,264 +75,540	+10,434%	+$2.54M	0.09%	193
2024 Q1	$25.2K	Sell	724 -75,709	-99%	-$2.47M	﹤0.01%	1434
2023 Q4	$2.44M	Buy	76,433 +1,469	+2%	+$42.9K	0.08%	204
2023 Q3	$2.12M	Buy	74,964 +6,911	+10%	+$202K	0.08%	214
2023 Q2	$1.93M	Buy	68,053 +8,093	+13%	+$215K	0.07%	238
2023 Q1	$1.6M	Buy	59,960 +59,858	+58,684%	+$1.66M	0.06%	258
2022 Q4	$3K	Sell	102 -33,331	-100%	-$865K	﹤0.01%	1991
2022 Q3	$773K	Buy	33,433 +2,885	+9%	+$73.4K	0.05%	259
2022 Q2	$729K	Buy	30,548 +30,323	+13,477%	+$794K	0.03%	394
2022 Q1	$6K	Buy	+225	New	+$6.5K	﹤0.01%	2206

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

Spire Wealth Management's SDVY Position: Q2 2026 in Review

Spire Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.38% in Q2 2026, selling an estimated $12.3K and leaving 76,782 shares worth $3.31M. The position accounts for 0.1% of the portfolio, ranked #182.

Spire Wealth Management first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Spire Wealth Management held 76,782 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.31M as of Q2 2026.
Spire Wealth Management sold 294 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $12.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.1% of Spire Wealth Management's portfolio in Q2 2026, its #182 holding.
Spire Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.