Wagner Wealth Management (South Carolina)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Wagner Wealth Management (South Carolina)’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	$21.6M	Buy	501,563 +12,898	+3%	+$538K	4%	6
2026 Q1	$19.3M	Buy	488,665 +13,825	+3%	+$562K	3.89%	8
2025 Q4	$18.2M	Buy	474,840 +8,822	+2%	+$335K	3.87%	8
2025 Q3	$17.7M	Buy	466,018 +9,704	+2%	+$360K	4.11%	8
2025 Q2	$16.1M	Buy	456,314 +18,713	+4%	+$628K	3.67%	9
2025 Q1	$14.7M	Buy	437,601 +45,435	+12%	+$1.62M	3.65%	9
2024 Q4	$14.1M	Buy	392,166 +19,271	+5%	+$721K	3.63%	8
2024 Q3	$13.6M	Buy	372,895 +26,994	+8%	+$942K	3.66%	9
2024 Q2	$11.5M	Buy	345,901 +16,128	+5%	+$543K	3.45%	9
2024 Q1	$11.5M	Buy	+329,773	New	+$10.8M	3.5%	9

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

Wagner Wealth Management (South Carolina)'s SDVY Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.6% in Q2 2026, buying an estimated $538K and bringing the position to 501,563 shares worth $21.6M. The position accounts for 4% of the portfolio, ranked #6.

Wagner Wealth Management (South Carolina) first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 572 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Wagner Wealth Management (South Carolina) held 501,563 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $21.6M as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 12,898 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $538K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 4% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #6 holding.
Wagner Wealth Management (South Carolina) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
572 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.