Stegent Equity Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stegent Equity Advisors’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	$2.65M	Buy	61,388 +6,735	+12%	+$281K	1.9%	19
2026 Q1	$2.15M	Buy	+54,653	New	+$2.22M	1.84%	14
2025 Q1	–	Sell	-5,933	Closed	-$213K	–	103
2024 Q4	$213K	Sell	5,933 -575	-9%	-$21.5K	0.22%	85
2024 Q3	$237K	Sell	6,508 -17,856	-73%	-$623K	0.26%	83
2024 Q2	$813K	Buy	+24,364	New	+$820K	0.85%	37

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

Stegent Equity Advisors's SDVY Position: Q2 2026 in Review

Stegent Equity Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 12% in Q2 2026, buying an estimated $281K and bringing the position to 61,388 shares worth $2.65M. The position accounts for 1.9% of the portfolio, ranked #19.

Stegent Equity Advisors first reported a position in SDVY in Q2 2024 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Stegent Equity Advisors held 61,388 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.65M as of Q2 2026.
Stegent Equity Advisors bought 6,735 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $281K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.9% of Stegent Equity Advisors's portfolio in Q2 2026, its #19 holding.
Stegent Equity Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 5 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.