Waterfront Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Waterfront Wealth’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	$316K	Hold	7,340	–	–	0.05%	254
2026 Q1	$289K	Hold	7,340	–	–	0.05%	244
2025 Q4	$298K	Hold	7,340	–	–	0.06%	235
2025 Q3	$275K	Hold	7,340	–	–	0.06%	238
2025 Q2	$259K	Sell	7,340 -905	-11%	-$30.4K	0.06%	239
2025 Q1	$276K	Buy	8,245 +1,167	+16%	+$41.6K	0.07%	222
2024 Q4	$254K	Buy	7,078 +18	+0.3%	+$674	0.06%	229
2024 Q3	$255K	Buy	7,060 +635	+10%	+$22.2K	0.06%	229
2024 Q2	$214K	Hold	6,425	–	–	0.06%	231
2024 Q1	$214K	Sell	6,425 -110	-2%	-$3.59K	0.06%	232
2023 Q4	$214K	Buy	+6,535	New	+$191K	0.06%	234
2023 Q3	–	Sell	-7,000	Closed	-$209K	–	253
2023 Q2	$209K	Buy	+7,000	New	+$186K	0.06%	234

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

Waterfront Wealth's SDVY Position: Q2 2026 in Review

Waterfront Wealth held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 7,340 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #254.

Waterfront Wealth first reported a position in SDVY in Q2 2023 and has held it in 12 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Waterfront Wealth held 7,340 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $316K as of Q2 2026.
Waterfront Wealth left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Waterfront Wealth's portfolio in Q2 2026, its #254 holding.
Waterfront Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 12 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.