Y-Intercept (HK)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Y-Intercept (HK)’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	-100,961	Closed	-$4.36M	–	2040
2026 Q2	$4.36M	Buy	+100,961	New	+$4.21M	0.09%	325
2026 Q1	–	Sell	-71,348	Closed	-$2.73M	–	2003
2025 Q4	$2.73M	Buy	71,348 +27,875	+64%	+$1.06M	0.06%	470
2025 Q3	$1.65M	Sell	43,473 -36,869	-46%	-$1.37M	0.04%	718
2025 Q2	$2.83M	Buy	+80,342	New	+$2.7M	0.07%	446
2024 Q4	–	Sell	-100,110	Closed	-$3.64M	–	1604
2024 Q3	$3.64M	Buy	+100,110	New	+$3.49M	0.22%	84
2024 Q2	–	Sell	-44,191	Closed	-$1.54M	–	1863
2024 Q1	$1.54M	Buy	+44,191	New	+$1.44M	0.12%	227

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

Y-Intercept (HK)'s SDVY Position: Q3 2026 in Review

Y-Intercept (HK) sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026, closing a stake of 100,961 shares — an estimated $4.36M sold.

Y-Intercept (HK) first reported a position in SDVY in Q1 2024 and held it in 6 quarters. The position peaked at $4.36M in Q2 2026. 165 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Y-Intercept (HK) reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 100,961 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $4.36M.
Y-Intercept (HK) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 6 quarters.
Y-Intercept (HK)'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.36M in Q2 2026.
165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.