Trivium Point Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Trivium Point Advisory's SDVY Position: Q2 2026 in Review
Trivium Point Advisory increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 195% in Q2 2026, buying an estimated $1.72M and bringing the position to 62,466 shares worth $2.69M. The position accounts for 0.24% of the portfolio, ranked #99.
Trivium Point Advisory first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.15M in Q4 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Trivium Point Advisory held 62,466 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.69M as of Q2 2026.
- Trivium Point Advisory bought 41,307 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.72M.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.24% of Trivium Point Advisory's portfolio in Q2 2026, its #99 holding.
- Trivium Point Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
- Trivium Point Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.15M in Q4 2025.
- 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.