WA
SDVY icon

WPG Advisers’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

WPG Advisers’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 		$2.17M Sell
50,241
-2,293
-4% -$95.7K 1.27% 18
2026
Q1 		$2.07M Sell
52,534
-3,001
-5% -$122K 1.53% 16
2025
Q4 		$2.13M Sell
55,535
-8,241
-13% -$313K 1.58% 14
2025
Q3 		$2.42M Buy
63,776
+3,542
+6% +$131K 1.88% 12
2025
Q2 		$2.13M Buy
60,234
+9,461
+19% +$317K 1.79% 14
2025
Q1 		$1.7M Buy
50,773
+38,148
+302% +$1.36M 1.59% 15
2024
Q4 		$453K Buy
+12,625
New +$472K 0.42% 36

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

WPG Advisers's SDVY Position: Q2 2026 in Review

WPG Advisers reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.4% in Q2 2026, selling an estimated $95.7K and leaving 50,241 shares worth $2.17M. The position accounts for 1.27% of the portfolio, ranked #18.

WPG Advisers first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q3 2025. 377 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • WPG Advisers held 50,241 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.17M as of Q2 2026.
  • WPG Advisers sold 2,293 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $95.7K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 1.27% of WPG Advisers's portfolio in Q2 2026, its #18 holding.
  • WPG Advisers first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.42M in Q3 2025.
  • 377 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.