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Walkner Condon Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Walkner Condon Financial 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 		$1.91M Buy
44,195
+610
+1% +$25.5K 0.22% 82
2026
Q1 		$1.72M Buy
43,585
+8,260
+23% +$335K 0.23% 85
2025
Q4 		$1.35M Buy
35,325
+2,215
+7% +$84.1K 0.19% 97
2025
Q3 		$1.26M Buy
33,110
+3,200
+11% +$119K 0.2% 95
2025
Q2 		$1.06M Sell
29,910
-17,123
-36% -$575K 0.19% 97
2025
Q1 		$1.58M Buy
47,033
+5,997
+15% +$214K 0.32% 71
2024
Q4 		$1.47M Buy
41,036
+10,671
+35% +$399K 0.3% 72
2024
Q3 		$1.1M Buy
30,365
+2,942
+11% +$103K 0.23% 91
2024
Q2 		$915K Buy
27,423
+2,755
+11% +$92.8K 0.2% 100
2024
Q1 		$859K Buy
24,668
+375
+2% +$12.2K 0.18% 106
2023
Q4 		$796K Buy
24,293
+7,173
+42% +$209K 0.18% 110
2023
Q3 		$483K Sell
17,120
-60
-0.3% -$1.75K 0.13% 137
2023
Q2 		$486K Sell
17,180
-2,110
-11% -$56K 0.13% 138
2023
Q1 		$514K Buy
19,290
+200
+1% +$5.55K 0.14% 130
2022
Q4 		$497K Hold
19,090
– – 0.15% 124
2022
Q3 		$442K Sell
19,090
-3,142
-14% -$79.9K 0.14% 127
2022
Q2 		$531K Buy
22,232
+5,440
+32% +$142K 0.17% 114
2022
Q1 		$468K Sell
16,792
-3,134
-16% -$90.5K 0.13% 139
2021
Q4 		$604K Buy
+19,926
New +$593K 0.39% 63

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Walkner Condon Financial Advisors's SDVY Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.4% in Q2 2026, buying an estimated $25.5K and bringing the position to 44,195 shares worth $1.91M. The position accounts for 0.22% of the portfolio, ranked #82.

Walkner Condon Financial Advisors first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Walkner Condon Financial Advisors held 44,195 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.91M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 610 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $25.5K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.22% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Walkner Condon Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.