Whipplewood Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Whipplewood Advisors’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	$21.6K	Sell	500 -4,591	-90%	-$192K	0.01%	190
2026 Q1	$201K	Hold	5,091	–	–	0.1%	127
2025 Q4	$195K	Sell	5,091 -14	-0.3%	-$532	0.13%	121
2025 Q3	$194K	Sell	5,105 -3,263	-39%	-$121K	0.13%	122
2025 Q2	$295K	Buy	8,368 +18	+0.2%	+$604	0.16%	126
2025 Q1	$896K	Sell	8,350 -18,176	-69%	-$648K	0.53%	49
2024 Q4	$951K	Buy	+26,526	New	+$993K	0.54%	45

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

Whipplewood Advisors's SDVY Position: Q2 2026 in Review

Whipplewood Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 90% in Q2 2026, selling an estimated $192K and leaving 500 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #190.

Whipplewood Advisors first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $951K in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Whipplewood Advisors held 500 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $21.6K as of Q2 2026.
Whipplewood Advisors sold 4,591 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $192K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #190 holding.
Whipplewood Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $951K in Q4 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.