Strategic Blueprint’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Strategic Blueprint’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	$902K	Buy	20,902 +1,069	+5%	+$44.6K	0.05%	329
2026 Q1	$782K	Buy	19,833 +1,787	+10%	+$72.6K	0.05%	323
2025 Q4	$692K	Buy	18,046 +1,463	+9%	+$55.5K	0.04%	337
2025 Q3	$630K	Buy	16,583 +6,036	+57%	+$224K	0.03%	430
2025 Q2	$372K	Buy	10,547 +1,910	+22%	+$64.1K	0.02%	511
2025 Q1	$289K	Buy	+8,637	New	+$308K	0.02%	548
2022 Q3	–	Sell	-9,565	Closed	-$228K	–	529
2022 Q2	$228K	Buy	9,565 +1,278	+15%	+$33.5K	0.03%	440
2022 Q1	$231K	Buy	+8,287	New	+$239K	0.03%	440

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

Strategic Blueprint's SDVY Position: Q2 2026 in Review

Strategic Blueprint increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.4% in Q2 2026, buying an estimated $44.6K and bringing the position to 20,902 shares worth $902K. The position accounts for 0.05% of the portfolio, ranked #329.

Strategic Blueprint first reported a position in SDVY in Q1 2022 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Strategic Blueprint held 20,902 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $902K as of Q2 2026.
Strategic Blueprint bought 1,069 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $44.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Strategic Blueprint's portfolio in Q2 2026, its #329 holding.
Strategic Blueprint first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 8 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.