World Equity Group
SDVY icon

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
Q3 		– Sell
-15,715
Closed -$678K – 348
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

World Equity Group's SDVY Position: Q3 2026 in Review

World Equity Group sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026, closing a stake of 15,715 shares — an estimated $678K sold.

World Equity Group first reported a position in SDVY in Q2 2023 and held it in 12 quarters. The position peaked at $4.51M in Q1 2025. 165 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • World Equity Group reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 15,715 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $678K.
  • World Equity Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and held it in 12 quarters.
  • World Equity Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.51M in Q1 2025.
  • 165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.