WealthPlan Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

WealthPlan Investment Management’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	$216K	Buy	+5,003	New	+$209K	0.01%	449
2026 Q1	–	Sell	-25,638	Closed	-$982K	–	472
2025 Q4	$982K	Sell	25,638 -487	-2%	-$18.5K	0.06%	204
2025 Q3	$993K	Sell	26,125 -10,579	-29%	-$392K	0.07%	179
2025 Q2	$1.29M	Buy	36,704 +205	+0.6%	+$6.88K	0.09%	165
2025 Q1	$1.22M	Buy	36,499 +5,364	+17%	+$191K	0.12%	123
2024 Q4	$1.12M	Buy	+31,135	New	+$1.17M	0.11%	125

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

WealthPlan Investment Management's SDVY Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 5,003 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in SDVY as recently as Q4 2025.

WealthPlan Investment Management first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

WealthPlan Investment Management held 5,003 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $216K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new WealthPlan Investment Management position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #449 holding.
WealthPlan Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
WealthPlan Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.29M in Q2 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.