TWD
SDVY icon

True Wealth Design’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

True Wealth Design’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 		– Sell
-300
Closed -$11.8K – 2861
2026
Q1 		$11.8K Buy
+300
New +$12.2K ﹤0.01% 925

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

True Wealth Design's SDVY Position: Q2 2026 in Review

True Wealth Design sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 300 shares — an estimated $11.8K sold.

True Wealth Design first reported a position in SDVY in Q1 2026 and held it in 1 quarter. The position peaked at $11.8K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • True Wealth Design reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 300 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $11.8K.
  • True Wealth Design first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and held it in 1 quarter.
  • True Wealth Design's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $11.8K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.