Total Clarity Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Total Clarity Wealth Management’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	$2.87M	Buy	66,497 +55,883	+527%	+$2.33M	0.56%	46
2026 Q1	$419K	Sell	10,614 -350	-3%	-$14.2K	0.1%	203
2025 Q4	$420K	Sell	10,964 -94	-0.9%	-$3.57K	0.1%	195
2025 Q3	$420K	Sell	11,058 -450	-4%	-$16.7K	0.11%	186
2025 Q2	$406K	Buy	11,508 +522	+5%	+$17.5K	0.12%	182
2025 Q1	$394K	Hold	10,986	–	–	0.13%	165
2024 Q4	$394K	Buy	10,986 +5,250	+92%	+$196K	0.13%	167
2024 Q3	$209K	Buy	+5,736	New	+$200K	0.07%	238
2022 Q3	–	Sell	-1,498	Closed	-$36K	–	838
2022 Q2	$36K	Buy	+1,498	New	+$39.2K	0.02%	460
2022 Q1	–	Sell	-348	Closed	-$11K	–	777
2021 Q4	$11K	Hold	348	–	–	0.01%	678
2021 Q3	$10K	Buy	+348	New	+$10.1K	﹤0.01%	681

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

Total Clarity Wealth Management's SDVY Position: Q2 2026 in Review

Total Clarity Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 527% in Q2 2026, buying an estimated $2.33M and bringing the position to 66,497 shares worth $2.87M. The position accounts for 0.56% of the portfolio, ranked #46.

Total Clarity Wealth Management first reported a position in SDVY in Q3 2021 and has held it in 11 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Total Clarity Wealth Management held 66,497 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.87M as of Q2 2026.
Total Clarity Wealth Management bought 55,883 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.33M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.56% of Total Clarity Wealth Management's portfolio in Q2 2026, its #46 holding.
Total Clarity Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and has held it in 11 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.