Wealthcare Advisory Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Wealthcare Advisory Partners’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	$14M	Buy	323,604 +4,872	+2%	+$203K	0.26%	76
2026 Q1	$12.6M	Buy	318,732 +5,605	+2%	+$228K	0.24%	84
2025 Q4	$12M	Buy	313,127 +4,801	+2%	+$182K	0.24%	89
2025 Q3	$11.7M	Buy	308,326 +38,066	+14%	+$1.41M	0.24%	84
2025 Q2	$9.53M	Buy	270,260 +9,234	+4%	+$310K	0.22%	93
2025 Q1	$8.74M	Buy	261,026 +67,912	+35%	+$2.42M	0.23%	84
2024 Q4	$6.92M	Buy	193,114 +49,272	+34%	+$1.84M	0.19%	97
2024 Q3	$5.23M	Buy	143,842 +5,561	+4%	+$194K	0.15%	131
2024 Q2	$4.62M	Buy	138,281 +2,173	+2%	+$73.2K	0.14%	124
2024 Q1	$4.74M	Sell	136,108 -6,448	-5%	-$211K	0.16%	112
2023 Q4	$4.67M	Buy	+142,556	New	+$4.16M	0.19%	97

Other funds holding SDVY

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return