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Wolff Wiese Magana’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Wolff Wiese Magana’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 		$134K Buy
3,110
+836
+37% +$34.9K 0.06% 148
2026
Q1 		$89.6K Buy
2,274
+226
+11% +$9.18K 0.05% 167
2025
Q4 		$78.5K Buy
2,048
+1
+0% +$38 0.04% 165
2025
Q3 		$77.8K Hold
2,047
– – 0.04% 177
2025
Q2 		$72.2K Hold
2,047
– – 0.04% 173
2025
Q1 		$68.6K Buy
2,047
+40
+2% +$1.43K 0.05% 165
2024
Q4 		$72K Buy
+2,007
New +$75.1K 0.05% 163

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wolff Wiese Magana's SDVY Position: Q2 2026 in Review

Wolff Wiese Magana increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 37% in Q2 2026, buying an estimated $34.9K and bringing the position to 3,110 shares worth $134K. The position accounts for 0.06% of the portfolio, ranked #148.

Wolff Wiese Magana first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 377 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Wolff Wiese Magana held 3,110 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $134K as of Q2 2026.
  • Wolff Wiese Magana bought 836 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $34.9K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Wolff Wiese Magana's portfolio in Q2 2026, its #148 holding.
  • Wolff Wiese Magana first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • 377 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.