VisionPoint Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

VisionPoint Advisory Group’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	$1.36M	Buy	31,533 +17,359	+122%	+$724K	0.22%	109
2026 Q1	$559K	Buy	14,174 +4,516	+47%	+$183K	0.11%	209
2025 Q4	$370K	Buy	+9,658	New	+$367K	0.07%	261

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

VisionPoint Advisory Group's SDVY Position: Q2 2026 in Review

VisionPoint Advisory Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 122% in Q2 2026, buying an estimated $724K and bringing the position to 31,533 shares worth $1.36M. The position accounts for 0.22% of the portfolio, ranked #109.

VisionPoint Advisory Group first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

VisionPoint Advisory Group held 31,533 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.36M as of Q2 2026.
VisionPoint Advisory Group bought 17,359 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $724K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.22% of VisionPoint Advisory Group's portfolio in Q2 2026, its #109 holding.
VisionPoint Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.