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

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return