Wealth Enhancement Advisory Services
SDVY icon

Wealth Enhancement Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Wealth Enhancement Advisory Services’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 		$37.2M Buy
870,714
+299,703
+52% +$12.5M 0.06% 268
2026
Q1 		$22.7M Sell
571,011
-24,950
-4% -$1.01M 0.05% 360
2025
Q4 		$23.7M Buy
595,961
+15,796
+3% +$600K 0.03% 432
2025
Q3 		$21.8M Buy
580,165
+4,902
+0.9% +$182K 0.03% 433
2025
Q2 		$21M Sell
575,263
-65,720
-10% -$2.21M 0.03% 411
2025
Q1 		$21.5M Buy
640,983
+2,030
+0.3% +$72.4K 0.04% 376
2024
Q4 		$22.9M Buy
638,953
+72,285
+13% +$2.7M 0.04% 347
2024
Q3 		$20.6M Buy
566,668
+32,983
+6% +$1.15M 0.04% 345
2024
Q2 		$17.8M Buy
533,685
+15,155
+3% +$510K 0.04% 350
2024
Q1 		$18.1M Buy
518,530
+48,352
+10% +$1.58M 0.05% 346
2023
Q4 		$15.4M Buy
470,178
+92,392
+24% +$2.7M 0.04% 351
2023
Q3 		$10.7M Buy
+377,786
New +$11M 0.04% 391
2022
Q3 		– Sell
-242,647
Closed -$5.92M – 379
2022
Q2 		$5.92M Buy
242,647
+51,177
+27% +$1.34M 0.08% 112
2022
Q1 		$5.32M Buy
+191,470
New +$5.53M 0.07% 128

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's SDVY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 52% in Q2 2026, buying an estimated $12.5M and bringing the position to 870,714 shares worth $37.2M. The position accounts for 0.06% of the portfolio, ranked #268.

Wealth Enhancement Advisory Services first reported a position in SDVY in Q1 2022 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 870,714 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $37.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 299,703 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $12.5M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #268 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 14 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.