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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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

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

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return