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

Visionary 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	$5.61M	Sell	129,935 -69,812	-35%	-$2.91M	0.22%	116
2026 Q1	$7.88M	Buy	199,747 +5,515	+3%	+$224K	0.35%	80
2025 Q4	$7.44M	Sell	194,232 -15,434	-7%	-$586K	0.34%	81
2025 Q3	$7.97M	Sell	209,666 -28,187	-12%	-$1.05M	0.37%	74
2025 Q2	$8.39M	Sell	237,853 -8,337	-3%	-$280K	0.43%	61
2025 Q1	$8.25M	Sell	246,190 -84,307	-26%	-$3.01M	0.5%	57
2024 Q4	$11.8M	Sell	330,497 -38,067	-10%	-$1.42M	0.69%	34
2024 Q3	$13.4M	Buy	368,564 +59,414	+19%	+$2.07M	0.82%	21
2024 Q2	$10.3M	Buy	309,150 +12,665	+4%	+$426K	0.67%	32
2024 Q1	$10.3M	Buy	296,485 +165,277	+126%	+$5.4M	0.7%	32
2023 Q4	$4.3M	Buy	131,208 +89,225	+213%	+$2.6M	0.32%	87
2023 Q3	$1.19M	Buy	+41,983	New	+$1.23M	0.1%	195

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

Visionary Wealth Advisors's SDVY Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 35% in Q2 2026, selling an estimated $2.91M and leaving 129,935 shares worth $5.61M. The position accounts for 0.22% of the portfolio, ranked #116.

Visionary Wealth Advisors first reported a position in SDVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.4M in Q3 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Visionary Wealth Advisors held 129,935 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.61M as of Q2 2026.
Visionary Wealth Advisors sold 69,812 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.91M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.22% of Visionary Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Visionary Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
Visionary Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.4M in Q3 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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