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

Wisconsin Wealth 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	$4.43M	Sell	102,662 -407	-0.4%	-$17K	3.8%	4
2026 Q1	$4.06M	Buy	103,069 +1,804	+2%	+$73.3K	4%	2
2025 Q4	$3.88M	Sell	101,265 -13,334	-12%	-$506K	3.8%	4
2025 Q3	$4.36M	Sell	114,599 -534	-0.5%	-$19.8K	4.15%	3
2025 Q2	$4.06M	Buy	115,133 +11,099	+11%	+$372K	4.67%	2
2025 Q1	$3.49M	Buy	104,034 +2,111	+2%	+$75.3K	5.01%	3
2024 Q4	$3.65M	Buy	+101,923	New	+$3.81M	5.39%	2

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

Wisconsin Wealth Advisors's SDVY Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.39% in Q2 2026, selling an estimated $17K and leaving 102,662 shares worth $4.43M. The position accounts for 3.8% of the portfolio, ranked #4.

Wisconsin Wealth Advisors 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.

Wisconsin Wealth Advisors held 102,662 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.43M as of Q2 2026.
Wisconsin Wealth Advisors sold 407 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $17K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 3.8% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Wisconsin Wealth 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.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.