Stiles Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stiles Financial Services’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	$911K	Buy	21,123 +141	+0.7%	+$5.88K	0.23%	90
2026 Q1	$827K	Buy	20,982 +443	+2%	+$18K	0.25%	91
2025 Q4	$787K	Buy	20,539 +446	+2%	+$16.9K	0.24%	93
2025 Q3	$764K	Buy	20,093 +2,868	+17%	+$106K	0.24%	93
2025 Q2	$608K	Buy	17,225 +2,234	+15%	+$75K	0.21%	107
2025 Q1	$502K	Buy	14,991 +518	+4%	+$18.5K	0.19%	111
2024 Q4	$519K	Buy	14,473 +6,670	+85%	+$250K	0.19%	114
2024 Q3	$284K	Buy	7,803 +247	+3%	+$8.62K	0.1%	156
2024 Q2	$252K	Buy	+7,556	New	+$254K	0.1%	160

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

Stiles Financial Services's SDVY Position: Q2 2026 in Review

Stiles Financial Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.67% in Q2 2026, buying an estimated $5.88K and bringing the position to 21,123 shares worth $911K. The position accounts for 0.23% of the portfolio, ranked #90.

Stiles Financial Services first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Stiles Financial Services held 21,123 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $911K as of Q2 2026.
Stiles Financial Services bought 141 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.88K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.23% of Stiles Financial Services's portfolio in Q2 2026, its #90 holding.
Stiles Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.