TD Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

TD Capital 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	$60.9K	Hold	1,412	–	–	0.01%	220
2026 Q1	$55.7K	Buy	1,412 +2	+0.1%	+$81	0.01%	227
2025 Q4	$54K	Buy	1,410 +57	+4%	+$2.16K	﹤0.01%	225
2025 Q3	$51.4K	Sell	1,353 -1,367	-50%	-$50.7K	﹤0.01%	216
2025 Q2	$96K	Sell	2,720 -1,894	-41%	-$63.5K	0.01%	168
2025 Q1	$155K	Sell	4,614 -416	-8%	-$14.8K	0.02%	127
2024 Q4	$180K	Buy	5,030 +59	+1%	+$2.21K	0.02%	115
2024 Q3	$181K	Buy	4,971 +61	+1%	+$2.13K	0.02%	115
2024 Q2	$164K	Sell	4,910 -179	-4%	-$6.03K	0.02%	113
2024 Q1	$177K	Buy	5,089 +3,063	+151%	+$100K	0.02%	109
2023 Q4	$66.4K	Buy	2,026 +439	+28%	+$12.8K	0.01%	159
2023 Q3	$44.8K	Buy	+1,587	New	+$46.3K	0.01%	179

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

TD Capital Management's SDVY Position: Q2 2026 in Review

TD Capital Management held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 1,412 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #220.

TD Capital Management first reported a position in SDVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $181K in Q3 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

TD Capital Management held 1,412 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $60.9K as of Q2 2026.
TD Capital Management left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of TD Capital Management's portfolio in Q2 2026, its #220 holding.
TD Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
TD Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $181K in Q3 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.