RAFFA WEALTH MANAGEMENT, LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$44.9K	Sell	1,041 -25	-2%	-$1.04K	0.01%	182
2026 Q1	$42K	Hold	1,066	–	–	0.01%	180
2025 Q4	$40.8K	Hold	1,066	–	–	0.01%	181
2025 Q3	$40.5K	Sell	1,066 -40	-4%	-$1.48K	0.01%	174
2025 Q2	$39K	Buy	1,106 +866	+361%	+$29.1K	0.01%	195
2025 Q1	$8.04K	Buy	+240	New	+$8.56K	﹤0.01%	350

Other funds holding SDVY

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SDVY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.3% in Q2 2026, selling an estimated $1.04K and leaving 1,041 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #182.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,041 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $44.9K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 25 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.04K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #182 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
227 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.