Tidemark’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Tidemark’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	–	Sell	-6	Closed	-$237	–	981
2026 Q1	$237	Hold	6	–	–	﹤0.01%	850
2025 Q4	$230	Hold	6	–	–	﹤0.01%	638
2025 Q3	$228	Hold	6	–	–	﹤0.01%	667
2025 Q2	$212	Sell	6 -292	-98%	-$9.8K	﹤0.01%	688
2025 Q1	$9.98K	Sell	298 -267	-47%	-$9.53K	﹤0.01%	435
2024 Q4	$20.3K	Buy	565 +2	+0.4%	+$75	0.01%	346
2024 Q3	$20.5K	Hold	563	–	–	0.01%	338
2024 Q2	$18.8K	Sell	563 -9,738	-95%	-$328K	0.01%	325
2024 Q1	$359K	Buy	10,301 +4,270	+71%	+$139K	0.2%	83
2023 Q4	$198K	Buy	+6,031	New	+$176K	0.12%	113

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

Tidemark's SDVY Position: Q2 2026 in Review

Tidemark sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 6 shares — an estimated $237 sold.

Tidemark first reported a position in SDVY in Q4 2023 and held it in 10 quarters. The position peaked at $359K in Q1 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Tidemark reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Tidemark sold 6 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $237.
Tidemark first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 10 quarters.
Tidemark's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $359K in Q1 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.