Summit Wealth Group (Colorado)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Summit Wealth Group (Colorado)’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	$1.69M	Buy	39,253 +1,921	+5%	+$80.2K	0.14%	91
2026 Q1	$1.47M	Buy	37,332 +10,011	+37%	+$407K	0.15%	84
2025 Q4	$1.05M	Buy	+27,321	New	+$1.04M	0.14%	93
2025 Q3	–	Sell	-23,967	Closed	-$846K	–	603
2025 Q2	$846K	Buy	+23,967	New	+$804K	0.21%	100

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 Wealth Group (Colorado)'s SDVY Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.1% in Q2 2026, buying an estimated $80.2K and bringing the position to 39,253 shares worth $1.69M. The position accounts for 0.14% of the portfolio, ranked #91.

Summit Wealth Group (Colorado) first reported a position in SDVY in Q2 2025 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Summit Wealth Group (Colorado) held 39,253 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.69M as of Q2 2026.
Summit Wealth Group (Colorado) bought 1,921 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $80.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #91 holding.
Summit Wealth Group (Colorado) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 4 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 Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.