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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return