Twin Peaks Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Twin Peaks Wealth 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	$1.56M	Buy	36,090 +405	+1%	+$16.9K	0.35%	60
2026 Q1	$1.41M	Buy	+35,685	New	+$1.45M	0.35%	59
2025 Q3	–	Sell	-4,239	Closed	-$158K	–	1747
2025 Q2	$158K	Buy	+4,239	New	+$142K	0.05%	177

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

Twin Peaks Wealth Advisors's SDVY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.1% in Q2 2026, buying an estimated $16.9K and bringing the position to 36,090 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #60.

Twin Peaks Wealth Advisors first reported a position in SDVY in Q2 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Twin Peaks Wealth Advisors held 36,090 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.56M as of Q2 2026.
Twin Peaks Wealth Advisors bought 405 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $16.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.35% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 3 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.