Stratos Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stratos Wealth Advisors’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	$12.7M	Buy	295,081 +8,249	+3%	+$344K	0.7%	35
2026 Q1	$11.3M	Sell	286,832 -8,120	-3%	-$330K	0.69%	33
2025 Q4	$11.3M	Buy	294,952 +8,913	+3%	+$338K	0.55%	42
2025 Q3	$10.9M	Buy	286,039 +28,479	+11%	+$1.06M	0.52%	44
2025 Q2	$9.09M	Buy	257,560 +42,035	+20%	+$1.41M	0.48%	51
2025 Q1	$7.22M	Buy	215,525 +181,183	+528%	+$6.46M	0.39%	64
2024 Q4	$1.23M	Sell	34,342 -66,011	-66%	-$2.47M	0.06%	299
2024 Q3	$3.65M	Buy	100,353 +13,002	+15%	+$454K	0.17%	133
2024 Q2	$2.92M	Sell	87,351 -3,982	-4%	-$134K	0.14%	154
2024 Q1	$3.18M	Buy	91,333 +19,407	+27%	+$634K	0.19%	130
2023 Q4	$2.36M	Buy	71,926 +34,196	+91%	+$998K	0.14%	192
2023 Q3	$1.07M	Sell	37,730 -482	-1%	-$14.1K	0.07%	289
2023 Q2	$1.08M	Buy	+38,212	New	+$1.01M	0.08%	290
2023 Q1	–	Sell	-26,834	Closed	-$699K	–	631
2022 Q4	$699K	Sell	26,834 -1,105	-4%	-$28.7K	0.06%	340
2022 Q3	$646K	Sell	27,939 -1,068	-4%	-$27.2K	0.07%	311
2022 Q2	$693K	Buy	29,007 +271	+0.9%	+$7.1K	0.06%	312
2022 Q1	$801K	Buy	+28,736	New	+$830K	0.07%	308

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

Stratos Wealth Advisors's SDVY Position: Q2 2026 in Review

Stratos Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.9% in Q2 2026, buying an estimated $344K and bringing the position to 295,081 shares worth $12.7M. The position accounts for 0.7% of the portfolio, ranked #35.

Stratos Wealth Advisors first reported a position in SDVY in Q1 2022 and has held it in 17 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Stratos Wealth Advisors held 295,081 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $12.7M as of Q2 2026.
Stratos Wealth Advisors bought 8,249 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $344K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.7% of Stratos Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Stratos Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.