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

Wealth Enhancement Trust 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 		$29.6K Buy
+685
New +$28.6K ﹤0.01% 569

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 685 shares worth $29.6K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings.

477 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Wealth Enhancement Trust Services held 685 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $29.6K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #569 holding.
  • 477 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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