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

Summit 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	$595K	Sell	13,794 -395	-3%	-$16.5K	0.08%	154
2026 Q1	$559K	Sell	14,189 -772	-5%	-$31.4K	0.09%	154
2025 Q4	$573K	Sell	14,961 -2,038	-12%	-$77.4K	0.11%	116
2025 Q3	$646K	Sell	16,999 -2,016	-11%	-$74.8K	0.12%	117
2025 Q2	$671K	Sell	19,015 -34,935	-65%	-$1.17M	0.13%	109
2025 Q1	$1.81M	Sell	53,950 -11,315	-17%	-$404K	0.37%	54
2024 Q4	$2.34M	Sell	65,265 -8,205	-11%	-$307K	0.48%	44
2024 Q3	$2.67M	Buy	73,470 +11,551	+19%	+$403K	0.51%	40
2024 Q2	$2.07M	Buy	61,919 +20,819	+51%	+$701K	0.43%	45
2024 Q1	$1.43M	Buy	41,100 +22,313	+119%	+$728K	0.31%	61
2023 Q4	$616K	Buy	+18,787	New	+$548K	0.14%	102

Other funds holding SDVY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Summit Wealth Partners's SDVY Position: Q2 2026 in Review

Summit Wealth Partners reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.8% in Q2 2026, selling an estimated $16.5K and leaving 13,794 shares worth $595K. The position accounts for 0.08% of the portfolio, ranked #154.

Summit Wealth Partners first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q3 2024. 305 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Summit Wealth Partners held 13,794 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $595K as of Q2 2026.
Summit Wealth Partners sold 395 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $16.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #154 holding.
Summit Wealth Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Summit Wealth Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.67M in Q3 2024.
305 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.