Stonebridge Financial Planning Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stonebridge Financial Planning 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	$2.6M	Buy	60,154 +1,492	+3%	+$62.3K	0.83%	31
2026 Q1	$2.31M	Buy	58,662 +1,951	+3%	+$79.2K	0.85%	33
2025 Q4	$2.17M	Sell	56,711 -790	-1%	-$30K	0.78%	38
2025 Q3	$2.19M	Sell	57,501 -791	-1%	-$29.3K	0.82%	39
2025 Q2	$2.06M	Buy	58,292 +747	+1%	+$25.1K	0.86%	34
2025 Q1	$1.93M	Buy	57,545 +7,613	+15%	+$272K	0.88%	37
2024 Q4	$1.79M	Buy	49,932 +11,871	+31%	+$444K	0.8%	38
2024 Q3	$1.38M	Buy	38,061 +1,974	+5%	+$68.9K	0.66%	47
2024 Q2	$1.2M	Buy	36,087 +23,958	+198%	+$807K	0.61%	49
2024 Q1	$422K	Buy	12,129 +3,251	+37%	+$106K	0.22%	110
2023 Q4	$291K	Buy	+8,878	New	+$259K	0.17%	124
2022 Q1	–	Sell	-1,150	Closed	-$33K	–	322
2021 Q4	$33K	Sell	1,150 -350	-23%	-$10.4K	0.02%	252
2021 Q3	$46K	Buy	1,500 +600	+67%	+$17.4K	0.02%	227
2021 Q2	$26K	Buy	+900	New	+$26.5K	0.01%	286

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

Stonebridge Financial Planning Group's SDVY Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.5% in Q2 2026, buying an estimated $62.3K and bringing the position to 60,154 shares worth $2.6M. The position accounts for 0.83% of the portfolio, ranked #31.

Stonebridge Financial Planning Group first reported a position in SDVY in Q2 2021 and has held it in 14 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Stonebridge Financial Planning Group held 60,154 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.6M as of Q2 2026.
Stonebridge Financial Planning Group bought 1,492 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $62.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.83% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #31 holding.
Stonebridge Financial Planning Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 14 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.