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 Q3	$317K	Buy	7,565 +225	+3%	+$9.7K	0.05%	256
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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Waterfront Wealth's SDVY Position: Q3 2026 in Review

Waterfront Wealth increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.1% in Q3 2026, buying an estimated $9.7K and bringing the position to 7,565 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #256.

Waterfront Wealth first reported a position in SDVY in Q2 2023 and has held it in 13 quarters since. 382 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Waterfront Wealth held 7,565 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $317K as of Q3 2026.
Waterfront Wealth bought 225 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $9.7K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Waterfront Wealth's portfolio in Q3 2026, its #256 holding.
Waterfront Wealth first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
382 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.