Triumph Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Triumph Capital 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	$7.79M	Sell	180,465 -26,009	-13%	-$1.09M	1.41%	12
2026 Q1	$8.14M	Sell	206,474 -1,605	-0.8%	-$65.2K	1.66%	7
2025 Q4	$7.97M	Sell	208,079 -4,032	-2%	-$153K	1.72%	8
2025 Q3	$8.06M	Sell	212,111 -15,809	-7%	-$586K	2.16%	6
2025 Q2	$8.04M	Buy	227,920 +12,499	+6%	+$419K	2.41%	6
2025 Q1	$7.22M	Buy	215,421 +2,092	+1%	+$74.6K	2.4%	7
2024 Q4	$7.65M	Buy	213,329 +26,120	+14%	+$977K	2.62%	5
2024 Q3	$6.81M	Buy	187,209 +34,056	+22%	+$1.19M	2.43%	6
2024 Q2	$5.11M	Buy	153,153 +121,854	+389%	+$4.1M	2%	10
2024 Q1	$1.08M	Buy	+31,299	New	+$1.02M	0.44%	50

Other funds holding SDVY

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Triumph Capital Management's SDVY Position: Q2 2026 in Review

Triumph Capital Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 13% in Q2 2026, selling an estimated $1.09M and leaving 180,465 shares worth $7.79M. The position accounts for 1.41% of the portfolio, ranked #12.

Triumph Capital Management first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.14M in Q1 2026. 227 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Triumph Capital Management held 180,465 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.79M as of Q2 2026.
Triumph Capital Management sold 26,009 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.09M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.41% of Triumph Capital Management's portfolio in Q2 2026, its #12 holding.
Triumph Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
Triumph Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $8.14M in Q1 2026.
227 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.