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

Triton 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	$1.02M	Buy	23,960 +155	+0.7%	+$6.47K	0.31%	39
2026 Q1	$951K	Buy	23,805 +4,170	+21%	+$169K	0.35%	40
2025 Q4	$800K	Buy	19,635 +4,205	+27%	+$160K	0.3%	43
2025 Q3	$576K	Buy	15,430 +1,680	+12%	+$62.3K	0.22%	54
2025 Q2	$498K	Buy	+13,750	New	+$461K	0.21%	57
2024 Q4	$257K	Hold	6,594	–	–	0.13%	77
2024 Q3	$237K	Buy	+6,594	New	+$230K	0.13%	78

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

Triton Wealth Management's SDVY Position: Q2 2026 in Review

Triton Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.65% in Q2 2026, buying an estimated $6.47K and bringing the position to 23,960 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #39.

Triton Wealth Management first reported a position in SDVY in Q3 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Triton Wealth Management held 23,960 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.02M as of Q2 2026.
Triton Wealth Management bought 155 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.47K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.31% of Triton Wealth Management's portfolio in Q2 2026, its #39 holding.
Triton Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 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 Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.