Tyler-Stone Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
Tyler-Stone Wealth Management's SDVY Position: Q2 2025 in Review
Tyler-Stone Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.4% in Q2 2025, buying an estimated $95.3K and bringing the position to 41,034 shares worth $1.45M. The position accounts for 0.23% of the portfolio, ranked #87.
Tyler-Stone Wealth Management first reported a position in SDVY in Q4 2022 and has held it in 10 quarters since. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.
- Tyler-Stone Wealth Management held 41,034 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.45M as of Q2 2025.
- Tyler-Stone Wealth Management bought 2,839 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $95.3K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.23% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #87 holding.
- Tyler-Stone Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 10 quarters since.
- 473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.
Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.