WealthCare Investment Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

WealthCare Investment 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	$258K	Buy	5,980 +27	+0.5%	+$1.13K	0.06%	177
2026 Q1	$238K	Sell	5,953 -97	-2%	-$3.94K	0.07%	174
2025 Q4	$234K	Buy	+6,050	New	+$230K	0.07%	168

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

WealthCare Investment Partners's SDVY Position: Q2 2026 in Review

WealthCare Investment Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.45% in Q2 2026, buying an estimated $1.13K and bringing the position to 5,980 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #177.

WealthCare Investment Partners first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

WealthCare Investment Partners held 5,980 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $258K as of Q2 2026.
WealthCare Investment Partners bought 27 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.13K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of WealthCare Investment Partners's portfolio in Q2 2026, its #177 holding.
WealthCare Investment Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.