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

Stratos Wealth Partners’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	$6.12M	Buy	141,861 +7,358	+5%	+$307K	0.06%	296
2026 Q1	$5.3M	Sell	134,503 -88,449	-40%	-$3.59M	0.06%	322
2025 Q4	$8.54M	Buy	222,952 +1,990	+0.9%	+$75.6K	0.1%	219
2025 Q3	$8.4M	Sell	220,962 -13,517	-6%	-$501K	0.1%	211
2025 Q2	$8.27M	Buy	234,479 +1,340	+0.6%	+$45K	0.11%	191
2025 Q1	$7.81M	Buy	233,139 +55,368	+31%	+$1.98M	0.12%	182
2024 Q4	$6.37M	Buy	177,771 +22,329	+14%	+$836K	0.09%	221
2024 Q3	$5.66M	Sell	155,442 -6,521	-4%	-$228K	0.08%	244
2024 Q2	$5.41M	Buy	161,963 +17,478	+12%	+$588K	0.09%	231
2024 Q1	$5.03M	Buy	144,485 +20,428	+16%	+$667K	0.08%	243
2023 Q4	$4.07M	Sell	124,057 -24,432	-16%	-$713K	0.08%	260
2023 Q3	$4.19M	Buy	148,489 +18,953	+15%	+$553K	0.09%	228
2023 Q2	$3.67M	Buy	129,536 +11,180	+9%	+$297K	0.08%	242
2023 Q1	$3.15M	Buy	118,356 +5,464	+5%	+$152K	0.08%	234
2022 Q4	$2.94M	Buy	112,892 +4,364	+4%	+$113K	0.07%	262
2022 Q3	$2.51M	Buy	108,528 +48,452	+81%	+$1.23M	0.07%	264
2022 Q2	$1.44M	Buy	60,076 +1,946	+3%	+$51K	0.04%	399
2022 Q1	$1.62M	Buy	58,130 +19,429	+50%	+$561K	0.04%	422
2021 Q4	$1.17M	Buy	+38,701	New	+$1.15M	0.03%	512

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 Partners's SDVY Position: Q2 2026 in Review

Stratos Wealth Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.5% in Q2 2026, buying an estimated $307K and bringing the position to 141,861 shares worth $6.12M. The position accounts for 0.06% of the portfolio, ranked #296.

Stratos Wealth Partners first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.54M in Q4 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Stratos Wealth Partners held 141,861 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.12M as of Q2 2026.
Stratos Wealth Partners bought 7,358 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $307K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Stratos Wealth Partners's portfolio in Q2 2026, its #296 holding.
Stratos Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
Stratos Wealth Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $8.54M in Q4 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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