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 Q3	$908K	Buy	22,364 +1,241	+6%	+$53.6K	0.23%	92
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Stiles Financial Services's SDVY Position: Q3 2026 in Review

Stiles Financial Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.9% in Q3 2026, buying an estimated $53.6K and bringing the position to 22,364 shares worth $908K. The position accounts for 0.23% of the portfolio, ranked #92.

Stiles Financial Services first reported a position in SDVY in Q2 2024 and has held it in 10 quarters since. The position peaked at $911K in Q2 2026. 507 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Stiles Financial Services held 22,364 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $908K as of Q3 2026.
Stiles Financial Services bought 1,241 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $53.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.23% of Stiles Financial Services's portfolio in Q3 2026, its #92 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 10 quarters since.
Stiles Financial Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $911K in Q2 2026.
507 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.