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

WCG Wealth 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	$2.01M	Buy	46,618 +10,751	+30%	+$449K	0.05%	305
2026 Q1	$1.41M	Buy	35,867 +2,608	+8%	+$106K	0.04%	322
2025 Q4	$1.27M	Buy	33,259 +7,768	+30%	+$295K	0.04%	327
2025 Q3	$969K	Sell	25,491 -109,954	-81%	-$4.08M	0.06%	233
2025 Q2	$4.78M	Buy	135,445 +11,866	+10%	+$398K	0.31%	87
2025 Q1	$4.14M	Buy	123,579 +109,465	+776%	+$3.91M	0.31%	88
2024 Q4	$506K	Sell	14,114 -9,666	-41%	-$362K	0.03%	258
2024 Q3	$865K	Buy	23,780 +2,503	+12%	+$87.4K	0.06%	234
2024 Q2	$710K	Buy	21,277 +4,871	+30%	+$164K	0.05%	222
2024 Q1	$571K	Buy	16,406 +3,829	+30%	+$125K	0.05%	211
2023 Q4	$412K	Sell	12,577 -746	-6%	-$21.8K	0.03%	262
2023 Q3	$376K	Buy	+13,323	New	+$389K	0.03%	256
2022 Q4	–	Sell	-9,434	Closed	-$223K	–	255
2022 Q3	$223K	Sell	9,434 -175	-2%	-$4.45K	0.03%	261
2022 Q2	$229K	Buy	+9,609	New	+$252K	0.03%	246

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

WCG Wealth Advisors's SDVY Position: Q2 2026 in Review

WCG Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 30% in Q2 2026, buying an estimated $449K and bringing the position to 46,618 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #305.

WCG Wealth Advisors first reported a position in SDVY in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.78M in Q2 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

WCG Wealth Advisors held 46,618 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.01M as of Q2 2026.
WCG Wealth Advisors bought 10,751 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $449K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #305 holding.
WCG Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 14 quarters since.
WCG Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.78M in Q2 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.