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

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

Whitaker-Myers Wealth Managers's SDVY Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7% in Q2 2026, selling an estimated $36.9K and leaving 11,756 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #89.

Whitaker-Myers Wealth Managers first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $670K in Q3 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Whitaker-Myers Wealth Managers held 11,756 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $507K as of Q2 2026.
Whitaker-Myers Wealth Managers sold 884 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $36.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #89 holding.
Whitaker-Myers Wealth Managers first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
Whitaker-Myers Wealth Managers's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $670K in Q3 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.