Western Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Western Wealth 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	$36.1M	Sell	837,131 -12,047	-1%	-$503K	1.18%	13
2026 Q1	$33.5M	Buy	849,178 +92,762	+12%	+$3.77M	1.27%	11
2025 Q4	$29M	Buy	756,416 +104,529	+16%	+$3.97M	1.34%	12
2025 Q3	$24.8M	Buy	651,887 +52,810	+9%	+$1.96M	1.31%	13
2025 Q2	$21.1M	Sell	599,077 -46,636	-7%	-$1.56M	1.25%	15
2025 Q1	$21.6M	Buy	645,713 +40,483	+7%	+$1.44M	1.43%	12
2024 Q4	$21.7M	Buy	605,230 +75,097	+14%	+$2.81M	1.16%	15
2024 Q3	$19.3M	Buy	530,133 +164,816	+45%	+$5.75M	1.1%	16
2024 Q2	$12.2M	Buy	365,317 +21,540	+6%	+$725K	0.9%	23
2024 Q1	$12M	Buy	343,777 +26,270	+8%	+$858K	0.93%	19
2023 Q4	$10.4M	Buy	317,507 +139,214	+78%	+$4.06M	0.75%	26
2023 Q3	$5.03M	Buy	178,293 +66,885	+60%	+$1.95M	0.43%	45
2023 Q2	$3.15M	Sell	111,408 -8,881	-7%	-$236K	0.27%	81
2023 Q1	$3.21M	Buy	120,289 +12,228	+11%	+$339K	0.3%	77
2022 Q4	$2.82M	Sell	108,061 -34,304	-24%	-$891K	0.29%	84
2022 Q3	$3.29M	Buy	142,365 +22,517	+19%	+$573K	0.19%	117
2022 Q2	$2.87M	Sell	119,848 -58,014	-33%	-$1.52M	0.16%	140
2022 Q1	$4.96M	Buy	+177,862	New	+$5.14M	0.24%	91

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

Western Wealth Management's SDVY Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.4% in Q2 2026, selling an estimated $503K and leaving 837,131 shares worth $36.1M. The position accounts for 1.18% of the portfolio, ranked #13.

Western Wealth Management first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Western Wealth Management held 837,131 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $36.1M as of Q2 2026.
Western Wealth Management sold 12,047 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $503K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.18% of Western Wealth Management's portfolio in Q2 2026, its #13 holding.
Western Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.