Synergy Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Synergy Investment Management’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	$6.9K	Sell	160 -40	-20%	-$1.67K	﹤0.01%	685
2026 Q1	$7.89K	Buy	+200	New	+$8.12K	﹤0.01%	528

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

Synergy Investment Management's SDVY Position: Q2 2026 in Review

Synergy Investment Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q2 2026, selling an estimated $1.67K and leaving 160 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Synergy Investment Management first reported a position in SDVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.89K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Synergy Investment Management held 160 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.9K as of Q2 2026.
Synergy Investment Management sold 40 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.67K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #685 holding.
Synergy Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
Synergy Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $7.89K in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.