Summit Investment Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Summit Investment Advisory Services’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	$2.1M	Buy	48,725 +746	+2%	+$31.1K	0.53%	21
2026 Q1	$1.89M	Sell	47,979 -167	-0.3%	-$6.78K	0.7%	18
2025 Q4	$1.84M	Sell	48,146 -963	-2%	-$36.6K	0.7%	19
2025 Q3	$1.87M	Sell	49,109 -3,229	-6%	-$120K	0.74%	18
2025 Q2	$1.85M	Sell	52,338 -2,297	-4%	-$77.1K	0.8%	17
2025 Q1	$1.83M	Sell	54,635 -467	-0.8%	-$16.7K	0.9%	16
2024 Q4	$1.98M	Sell	55,102 -103	-0.2%	-$3.85K	1.02%	16
2024 Q3	$2.01M	Buy	+55,205	New	+$1.93M	1.07%	16
2024 Q2	–	Sell	-55,836	Closed	-$1.94M	–	83
2024 Q1	$1.94M	Sell	55,836 -304	-0.5%	-$9.93K	1.15%	14
2023 Q4	$1.84M	Buy	56,140 +3,538	+7%	+$103K	1.16%	15
2023 Q3	$1.48M	Buy	52,602 +5,397	+11%	+$158K	1.1%	14
2023 Q2	$1.34M	Buy	47,205 +3,269	+7%	+$86.7K	0.88%	14
2023 Q1	$1.17M	Buy	43,936 +885	+2%	+$24.5K	0.83%	17
2022 Q4	$1.12M	Buy	+43,051	New	+$1.12M	1.36%	14

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 Investment Advisory Services's SDVY Position: Q2 2026 in Review

Summit Investment Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.6% in Q2 2026, buying an estimated $31.1K and bringing the position to 48,725 shares worth $2.1M. The position accounts for 0.53% of the portfolio, ranked #21.

Summit Investment Advisory Services first reported a position in SDVY in Q4 2022 and has held it in 14 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Summit Investment Advisory Services held 48,725 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.1M as of Q2 2026.
Summit Investment Advisory Services bought 746 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $31.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.53% of Summit Investment Advisory Services's portfolio in Q2 2026, its #21 holding.
Summit Investment Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 14 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.