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Kinetic Wealth Investment Advisors LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$748K Buy
+17,340
New +$724K 0.35% 33

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Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Kinetic Wealth Investment Advisors LLC's SDVY Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 17,340 shares worth $748K. The stake represents 0.35% of the portfolio and ranks #33 among its holdings.

579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 17,340 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $748K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.35% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #33 holding.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.