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

Strategic Financial Concepts’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	$783K	Sell	18,148 -4,455	-20%	-$186K	0.23%	93
2026 Q1	$891K	Buy	+22,603	New	+$918K	0.22%	105
2025 Q4	–	Sell	-17,015	Closed	-$647K	–	270
2025 Q3	$647K	Buy	17,015 +542	+3%	+$20.1K	0.09%	112
2025 Q2	$585K	Sell	16,473 -4,572	-22%	-$153K	0.08%	130
2025 Q1	$705K	Buy	21,045 +3,265	+18%	+$116K	0.13%	153
2024 Q4	$637K	Buy	+17,780	New	+$665K	0.12%	161
2024 Q3	–	Sell	-82,415	Closed	-$141K	–	641
2024 Q2	$141K	Buy	+82,415	New	+$2.77M	0.08%	153

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 Financial Concepts's SDVY Position: Q2 2026 in Review

Strategic Financial Concepts reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q2 2026, selling an estimated $186K and leaving 18,148 shares worth $783K. The position accounts for 0.23% of the portfolio, ranked #93.

Strategic Financial Concepts first reported a position in SDVY in Q2 2024 and has held it in 7 quarters since. The position peaked at $891K in Q1 2026. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Strategic Financial Concepts held 18,148 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $783K as of Q2 2026.
Strategic Financial Concepts sold 4,455 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $186K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.23% of Strategic Financial Concepts's portfolio in Q2 2026, its #93 holding.
Strategic Financial Concepts first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 7 quarters since.
Strategic Financial Concepts's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $891K in Q1 2026.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.