Team Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Team Financial Group’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	$324K	Sell	7,513 -811	-10%	-$33.8K	0.14%	38
2026 Q1	$328K	Sell	8,324 -411	-5%	-$16.7K	0.15%	33
2025 Q4	$335K	Sell	8,735 -622	-7%	-$23.6K	0.15%	32
2025 Q3	$356K	Sell	9,357 -882	-9%	-$32.7K	0.16%	32
2025 Q2	$361K	Sell	10,239 -3,959	-28%	-$133K	0.18%	31
2025 Q1	$476K	Sell	14,198 -35,287	-71%	-$1.26M	0.27%	25
2024 Q4	$1.77M	Sell	49,485 -9,752	-16%	-$365K	1.02%	18
2024 Q3	$2.16M	Buy	59,237 +1,322	+2%	+$46.2K	1.28%	14
2024 Q2	$1.93M	Buy	57,915 +33,954	+142%	+$1.14M	1.24%	15
2024 Q1	$834K	Buy	+23,961	New	+$782K	0.56%	19

Other funds holding SDVY

PNC

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

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Team Financial Group's SDVY Position: Q2 2026 in Review

Team Financial Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.7% in Q2 2026, selling an estimated $33.8K and leaving 7,513 shares worth $324K. The position accounts for 0.14% of the portfolio, ranked #38.

Team Financial Group first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.16M in Q3 2024. 182 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Team Financial Group held 7,513 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $324K as of Q2 2026.
Team Financial Group sold 811 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $33.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Team Financial Group's portfolio in Q2 2026, its #38 holding.
Team Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Team Financial Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.16M in Q3 2024.
182 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.