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

tru Independence’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	$1.25M	Sell	28,915 -222	-0.8%	-$9.26K	0.55%	23
2026 Q1	$1.15M	Sell	29,137 -746	-2%	-$30.3K	0.57%	23
2025 Q4	$1.15M	Sell	29,883 -689	-2%	-$26.2K	0.29%	57
2025 Q3	$1.16M	Sell	30,572 -204	-0.7%	-$7.57K	0.3%	60
2025 Q2	$1.09M	Buy	30,776 +203	+0.7%	+$6.81K	0.31%	57
2025 Q1	$1.02M	Sell	30,573 -466	-2%	-$16.6K	0.32%	58
2024 Q4	$1.11M	Buy	31,039 +362	+1%	+$13.5K	0.35%	58
2024 Q3	$1.12M	Sell	30,677 -301	-1%	-$10.5K	0.33%	61
2024 Q2	$1.03M	Buy	30,978 +1,957	+7%	+$65.9K	0.31%	61
2024 Q1	$1.01M	Buy	29,021 +2,618	+10%	+$85.5K	0.3%	64
2023 Q4	$865K	Buy	26,403 +12,372	+88%	+$361K	0.26%	70
2023 Q3	$396K	Buy	14,031 +2,032	+17%	+$59.3K	0.14%	89
2023 Q2	$340K	Buy	11,999 +1,153	+11%	+$30.6K	0.11%	97
2023 Q1	$289K	Sell	10,846 -321	-3%	-$8.9K	0.09%	100
2022 Q4	$291K	Sell	11,167 -1,599	-13%	-$41.5K	0.09%	94
2022 Q3	$295K	Buy	12,766 +3,676	+40%	+$93.5K	0.1%	97
2022 Q2	$217K	Sell	9,090 -2,044	-18%	-$53.5K	0.07%	116
2022 Q1	$310K	Buy	+11,134	New	+$322K	0.08%	122

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

tru Independence's SDVY Position: Q2 2026 in Review

tru Independence reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.76% in Q2 2026, selling an estimated $9.26K and leaving 28,915 shares worth $1.25M. The position accounts for 0.55% of the portfolio, ranked #23.

tru Independence first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

tru Independence held 28,915 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.25M as of Q2 2026.
tru Independence sold 222 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $9.26K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.55% of tru Independence's portfolio in Q2 2026, its #23 holding.
tru Independence first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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