TrueWealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

TrueWealth Advisors’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 Q3	$11.7M	Buy	288,345 +11,204	+4%	+$484K	2.63%	9
2026 Q2	$12M	Buy	277,141 +10,504	+4%	+$438K	2.7%	9
2026 Q1	$10.5M	Sell	266,637 -5,974	-2%	-$243K	2.64%	9
2025 Q4	$10.4M	Buy	272,611 +8,642	+3%	+$328K	2.71%	8
2025 Q3	$10M	Buy	263,969 +824	+0.3%	+$30.6K	2.72%	7
2025 Q2	$9.28M	Buy	263,145 +1,210	+0.5%	+$40.6K	2.75%	8
2025 Q1	$8.77M	Buy	261,935 +10,198	+4%	+$364K	2.88%	8
2024 Q4	$9.02M	Sell	251,737 -4,991	-2%	-$187K	3.01%	5
2024 Q3	$9.34M	Sell	256,728 -41,341	-14%	-$1.44M	3.12%	4
2024 Q2	$9.9M	Buy	298,069 +56,515	+23%	+$1.9M	3.68%	4
2024 Q1	$8.41M	Sell	241,554 -75,172	-24%	-$2.45M	3.25%	6
2023 Q4	$10.4M	Buy	316,726 +18,166	+6%	+$530K	4.02%	5
2023 Q3	$8.43M	Sell	298,560 -1,045	-0.3%	-$30.5K	3.56%	8
2023 Q2	$8.48M	Buy	299,605 +7,120	+2%	+$189K	3.48%	7
2023 Q1	$7.79M	Buy	292,485 +27,374	+10%	+$759K	3.27%	8
2022 Q4	$6.91M	Sell	265,111 -1,265	-0.5%	-$32.8K	3.02%	8
2022 Q3	$6.16M	Buy	266,376 +16,442	+7%	+$418K	2.92%	10
2022 Q2	$5.97M	Buy	+249,934	New	+$6.55M	2.78%	7

Other funds holding SDVY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

TrueWealth Advisors's SDVY Position: Q3 2026 in Review

TrueWealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4% in Q3 2026, buying an estimated $484K and bringing the position to 288,345 shares worth $11.7M. The position accounts for 2.63% of the portfolio, ranked #9.

TrueWealth Advisors first reported a position in SDVY in Q2 2022 and has held it in 18 quarters since. The position peaked at $12M in Q2 2026. 267 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

TrueWealth Advisors held 288,345 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $11.7M as of Q3 2026.
TrueWealth Advisors bought 11,204 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $484K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.63% of TrueWealth Advisors's portfolio in Q3 2026, its #9 holding.
TrueWealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 18 quarters since.
TrueWealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $12M in Q2 2026.
267 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.