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 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	$9.95M	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

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

TrueWealth Advisors's SDVY Position: Q2 2026 in Review

TrueWealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.9% in Q2 2026, buying an estimated $438K and bringing the position to 277,141 shares worth $12M. The position accounts for 2.7% of the portfolio, ranked #9.

TrueWealth Advisors first reported a position in SDVY in Q2 2022 and has held it in 17 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

TrueWealth Advisors held 277,141 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $12M as of Q2 2026.
TrueWealth Advisors bought 10,504 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $438K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.7% of TrueWealth Advisors's portfolio in Q2 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 17 quarters since.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.