World Equity Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

World Equity Group’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	$678K	Buy	15,715 +1,487	+10%	+$62K	0.15%	151
2026 Q1	$561K	Sell	14,228 -198	-1%	-$8.04K	0.15%	179
2025 Q4	$553K	Buy	14,426 +192	+1%	+$7.29K	0.15%	152
2025 Q3	$541K	Buy	14,234 +212	+2%	+$7.86K	0.12%	168
2025 Q2	$495K	Sell	14,022 -120,489	-90%	-$4.04M	0.13%	160
2025 Q1	$4.51M	Buy	134,511 +13,457	+11%	+$480K	1.29%	13
2024 Q4	$4.34M	Buy	121,054 +5,072	+4%	+$190K	0.93%	23
2024 Q3	$4.22M	Buy	115,982 +7,484	+7%	+$261K	1.52%	11
2024 Q2	$3.62M	Buy	108,498 +423	+0.4%	+$14.2K	1.08%	20
2024 Q1	$3.76M	Buy	+108,075	New	+$3.53M	0.77%	27
2023 Q4	–	Sell	-64,416	Closed	-$1.44M	–	369
2023 Q3	$1.44M	Buy	64,416 +31,278	+94%	+$913K	0.3%	80
2023 Q2	$938K	Buy	+33,138	New	+$879K	0.28%	94

Other funds holding SDVY

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

World Equity Group's SDVY Position: Q2 2026 in Review

World Equity Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 10% in Q2 2026, buying an estimated $62K and bringing the position to 15,715 shares worth $678K. The position accounts for 0.15% of the portfolio, ranked #151.

World Equity Group first reported a position in SDVY in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.51M in Q1 2025. 123 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

World Equity Group held 15,715 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $678K as of Q2 2026.
World Equity Group bought 1,487 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $62K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of World Equity Group's portfolio in Q2 2026, its #151 holding.
World Equity Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 12 quarters since.
World Equity Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.51M in Q1 2025.
123 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.