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

Wealthcare Advisory Partners's SDVY Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.5% in Q2 2026, buying an estimated $203K and bringing the position to 323,604 shares worth $14M. The position accounts for 0.26% of the portfolio, ranked #76.

Wealthcare Advisory Partners first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

• Wealthcare Advisory Partners held 323,604 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $14M as of Q2 2026.
• Wealthcare Advisory Partners bought 4,872 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $203K.
• First Trust SMID Cap Rising Dividend Achievers ETF made up 0.26% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #76 holding.
• Wealthcare Advisory Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
• 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.