Thurston Springer Miller Herd & Titak’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Thurston Springer Miller Herd & Titak’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	$799K	Buy	18,529 +505	+3%	+$21.1K	0.29%	93
2026 Q1	$711K	Sell	18,024 -1,951	-10%	-$79.2K	0.29%	95
2025 Q4	$765K	Buy	19,975 +14,807	+287%	+$562K	0.27%	94
2025 Q3	$196K	Sell	5,168 -61,258	-92%	-$2.27M	0.39%	73
2025 Q2	$2.34M	Buy	66,426 +2,470	+4%	+$82.9K	0.3%	89
2025 Q1	$2.14M	Buy	63,956 +9,087	+17%	+$324K	0.36%	75
2024 Q4	$1.97M	Buy	54,869 +13,691	+33%	+$512K	0.4%	62
2024 Q3	$1.5M	Buy	41,178 +10,987	+36%	+$384K	0.41%	60
2024 Q2	$1.01M	Buy	+30,191	New	+$1.02M	0.31%	76

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

Thurston Springer Miller Herd & Titak's SDVY Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.8% in Q2 2026, buying an estimated $21.1K and bringing the position to 18,529 shares worth $799K. The position accounts for 0.29% of the portfolio, ranked #93.

Thurston Springer Miller Herd & Titak first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q2 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Thurston Springer Miller Herd & Titak held 18,529 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $799K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 505 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $21.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.29% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #93 holding.
Thurston Springer Miller Herd & Titak first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.34M in Q2 2025.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.