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

Summit Financial’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	$23.5M	Buy	543,993 +11,131	+2%	+$464K	0.26%	76
2026 Q1	$21M	Buy	532,862 +9,847	+2%	+$400K	0.27%	71
2025 Q4	$20M	Sell	523,015 -3,167	-0.6%	-$120K	0.29%	65
2025 Q3	$20M	Buy	+526,182	New	+$19.5M	0.31%	59

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

Summit Financial's SDVY Position: Q2 2026 in Review

Summit Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.1% in Q2 2026, buying an estimated $464K and bringing the position to 543,993 shares worth $23.5M. The position accounts for 0.26% of the portfolio, ranked #76.

Summit Financial first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Summit Financial held 543,993 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $23.5M as of Q2 2026.
Summit Financial bought 11,131 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $464K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.26% of Summit Financial's portfolio in Q2 2026, its #76 holding.
Summit Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.