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

VestGen 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	$8.85M	Buy	205,101 +4,449	+2%	+$186K	0.26%	88
2026 Q1	$8.31M	Sell	200,652 -5,387	-3%	-$219K	0.22%	97
2025 Q4	$7.9M	Sell	206,039 -52,114	-20%	-$1.98M	0.34%	74
2025 Q3	$9.81M	Buy	258,153 +10,564	+4%	+$392K	0.33%	65
2025 Q2	$8.73M	Buy	247,589 +42,382	+21%	+$1.42M	0.35%	65
2025 Q1	$6.87M	Buy	+205,207	New	+$7.32M	0.31%	72

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

VestGen Advisors's SDVY Position: Q2 2026 in Review

VestGen Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.2% in Q2 2026, buying an estimated $186K and bringing the position to 205,101 shares worth $8.85M. The position accounts for 0.26% of the portfolio, ranked #88.

VestGen Advisors first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.81M in Q3 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

VestGen Advisors held 205,101 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.85M as of Q2 2026.
VestGen Advisors bought 4,449 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $186K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.26% of VestGen Advisors's portfolio in Q2 2026, its #88 holding.
VestGen Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $9.81M in Q3 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.