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 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

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return