Thoroughbred Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Thoroughbred Financial Services’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	$1.24M	Sell	28,798 -299	-1%	-$12.5K	0.06%	257
2026 Q1	$1.15M	Buy	29,097 +473	+2%	+$19.2K	0.07%	254
2025 Q4	$1.1M	Sell	28,624 -1,613	-5%	-$61.2K	0.06%	265
2025 Q3	$1.15M	Sell	30,237 -426	-1%	-$15.8K	0.07%	249
2025 Q2	$1.08M	Buy	30,663 +16,638	+119%	+$558K	0.08%	249
2025 Q1	$469K	Buy	14,025 +601	+4%	+$21.4K	0.03%	432
2024 Q4	$481K	Buy	+13,424	New	+$502K	0.03%	413

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

Thoroughbred Financial Services's SDVY Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1% in Q2 2026, selling an estimated $12.5K and leaving 28,798 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #257.

Thoroughbred Financial Services first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Thoroughbred Financial Services held 28,798 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.24M as of Q2 2026.
Thoroughbred Financial Services sold 299 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $12.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Thoroughbred Financial Services's portfolio in Q2 2026, its #257 holding.
Thoroughbred Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.