Stonehaven Wealth & Tax Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$7.61M	Buy	176,353 +3,259	+2%	+$136K	6.09%	4
2026 Q1	$6.83M	Buy	173,094 +2,578	+2%	+$105K	6.04%	4
2025 Q4	$6.53M	Buy	170,516 +152	+0.1%	+$5.77K	5.87%	4
2025 Q3	$6.48M	Buy	170,364 +973	+0.6%	+$36.1K	5.99%	4
2025 Q2	$5.98M	Buy	169,391 +4,593	+3%	+$154K	5.83%	5
2025 Q1	$5.52M	Buy	164,798 +56,464	+52%	+$2.01M	5.83%	5
2024 Q4	$3.88M	Buy	+108,334	New	+$4.05M	4.23%	4

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

Stonehaven Wealth & Tax Solutions's SDVY Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q2 2026, buying an estimated $136K and bringing the position to 176,353 shares worth $7.61M. The position accounts for 6.09% of the portfolio, ranked #4.

Stonehaven Wealth & Tax Solutions first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 176,353 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.61M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 3,259 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $136K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 6.09% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #4 holding.
Stonehaven Wealth & Tax Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.