James T. Borello RIA’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

James T. Borello RIA’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	$271K	Buy	6,674 +1,460	+28%	+$63K	0.06%	95
2026 Q2	$225K	Hold	5,214	–	–	0.05%	109
2026 Q1	$206K	Sell	5,214 -12	-0.2%	-$487	0.05%	101
2025 Q4	$200K	Hold	5,226	–	–	0.05%	99
2025 Q3	$199K	Sell	5,226 -263	-5%	-$9.8K	0.05%	95
2025 Q2	$194K	Hold	5,489	–	–	0.06%	86
2025 Q1	$184K	Hold	5,489	–	–	0.06%	79
2024 Q4	$197K	Buy	+5,489	New	+$205K	0.07%	73

Other funds holding SDVY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

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

James T. Borello RIA's SDVY Position: Q3 2026 in Review

James T. Borello RIA increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 28% in Q3 2026, buying an estimated $63K and bringing the position to 6,674 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #95.

James T. Borello RIA first reported a position in SDVY in Q4 2024 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

James T. Borello RIA held 6,674 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $271K as of Q3 2026.
James T. Borello RIA bought 1,460 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $63K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of James T. Borello RIA's portfolio in Q3 2026, its #95 holding.
James T. Borello RIA first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 8 quarters since.
165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.