Whitaker-Myers Wealth Managers’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Whitaker-Myers Wealth Managers’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	$507K	Sell	11,756 -884	-7%	-$36.9K	0.08%	89
2026 Q1	$498K	Sell	12,640 -1,835	-13%	-$74.5K	0.1%	84
2025 Q4	$555K	Sell	14,475 -3,154	-18%	-$120K	0.12%	81
2025 Q3	$670K	Buy	17,629 +4,903	+39%	+$182K	0.15%	80
2025 Q2	$449K	Buy	+12,726	New	+$427K	0.11%	82

Other funds holding SDVY

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return