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 Q3	$1.26M	Sell	31,097 -436	-1%	-$18.8K	0.2%	117
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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

VisionPoint Advisory Group's SDVY Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.4% in Q3 2026, selling an estimated $18.8K and leaving 31,097 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #117.

VisionPoint Advisory Group first reported a position in SDVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q2 2026. 29 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

VisionPoint Advisory Group held 31,097 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.26M as of Q3 2026.
VisionPoint Advisory Group sold 436 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $18.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of VisionPoint Advisory Group's portfolio in Q3 2026, its #117 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 4 quarters since.
VisionPoint Advisory Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.36M in Q2 2026.
29 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.