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

Trueblood 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	$4.2M	Buy	97,335 +1,954	+2%	+$81.5K	1.47%	9
2026 Q1	$3.76M	Buy	95,381 +1,152	+1%	+$46.8K	1.47%	9
2025 Q4	$3.61M	Buy	94,229 +1,185	+1%	+$45K	1.41%	7
2025 Q3	$3.54M	Buy	93,044 +2,467	+3%	+$91.5K	1.38%	8
2025 Q2	$3.2M	Buy	90,577 +3,115	+4%	+$105K	1.34%	7
2025 Q1	$2.93M	Buy	87,462 +5,948	+7%	+$212K	1.36%	7
2024 Q4	$2.92M	Buy	81,514 +7,834	+11%	+$293K	1.44%	5
2024 Q3	$2.68M	Buy	73,680 +11,456	+18%	+$400K	1.35%	5
2024 Q2	$2.08M	Buy	62,224 +2,336	+4%	+$78.7K	1.17%	11
2024 Q1	$2.09M	Buy	59,888 +3,993	+7%	+$130K	1.19%	11
2023 Q4	$1.83M	Buy	+55,895	New	+$1.63M	1.15%	13

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

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

Trueblood Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2% in Q2 2026, buying an estimated $81.5K and bringing the position to 97,335 shares worth $4.2M. The position accounts for 1.47% of the portfolio, ranked #9.

Trueblood Wealth Management first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Trueblood Wealth Management held 97,335 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.2M as of Q2 2026.
Trueblood Wealth Management bought 1,954 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $81.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.47% of Trueblood Wealth Management's portfolio in Q2 2026, its #9 holding.
Trueblood Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.