Winebrenner Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Winebrenner Capital 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	$1.24M	Buy	28,810 +73	+0.3%	+$3.05K	0.76%	35
2026 Q1	$1.13M	Buy	28,737 +581	+2%	+$23.6K	0.73%	39
2025 Q4	$1.08M	Hold	28,156	–	–	0.72%	40
2025 Q3	$1.07M	Buy	28,156 +7,884	+39%	+$292K	0.77%	40
2025 Q2	$715K	Buy	20,272 +150	+0.7%	+$5.03K	0.58%	54
2025 Q1	$674K	Buy	20,122 +829	+4%	+$29.6K	0.61%	54
2024 Q4	$692K	Buy	+19,293	New	+$722K	0.53%	58

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

Winebrenner Capital Management's SDVY Position: Q2 2026 in Review

Winebrenner Capital Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.25% in Q2 2026, buying an estimated $3.05K and bringing the position to 28,810 shares worth $1.24M. The position accounts for 0.76% of the portfolio, ranked #35.

Winebrenner Capital Management first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Winebrenner Capital Management held 28,810 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.24M as of Q2 2026.
Winebrenner Capital Management bought 73 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.05K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.76% of Winebrenner Capital Management's portfolio in Q2 2026, its #35 holding.
Winebrenner Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.