AWM
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AE Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

AE Wealth Management’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 		$1.7M Buy
39,348
+5,029
+15% +$210K 0.01% 716
2026
Q1 		$1.35M Buy
34,319
+3,043
+10% +$124K 0.01% 763
2025
Q4 		$1.2M Buy
31,276
+7,792
+33% +$296K 0.01% 748
2025
Q3 		$893K Buy
23,484
+2,515
+12% +$93.3K 0.01% 785
2025
Q2 		$740K Sell
20,969
-23,916
-53% -$802K 0.01% 799
2025
Q1 		$1.5M Sell
44,885
-3,679
-8% -$131K 0.01% 604
2024
Q4 		$1.74M Buy
48,564
+3,910
+9% +$146K 0.01% 569
2024
Q3 		$1.62M Sell
44,654
-398
-0.9% -$13.9K 0.01% 591
2024
Q2 		$1.5M Buy
45,052
+3,774
+9% +$127K 0.02% 597
2024
Q1 		$1.44M Sell
41,278
-356,379
-90% -$11.6M 0.02% 577
2023
Q4 		$12.9M Buy
397,657
+215,516
+118% +$6.29M 0.07% 339
2023
Q3 		$5.14M Sell
182,141
-44,881
-20% -$1.31M 0.03% 530
2023
Q2 		$6.43M Buy
227,022
+1,658
+0.7% +$44K 0.04% 472
2023
Q1 		$6.01M Buy
225,364
+181,336
+412% +$5.03M 0.04% 461
2022
Q4 		$1.15M Sell
44,028
-17,018
-28% -$442K 0.01% 931
2022
Q3 		$1.41M Sell
61,046
-74,978
-55% -$1.91M 0.01% 817
2022
Q2 		$3.25M Sell
136,024
-357,703
-72% -$9.37M 0.03% 517
2022
Q1 		$13.8M Buy
493,727
+479,882
+3,466% +$13.9M 0.09% 222
2021
Q4 		$420K Buy
13,845
+2,264
+20% +$67.4K ﹤0.01% 1324
2021
Q3 		$327K Buy
11,581
+2,369
+26% +$68.6K ﹤0.01% 1330
2021
Q2 		$268K Buy
+9,212
New +$272K ﹤0.01% 1395

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AE Wealth Management's SDVY Position: Q2 2026 in Review

AE Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 15% in Q2 2026, buying an estimated $210K and bringing the position to 39,348 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #716.

AE Wealth Management first reported a position in SDVY in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.8M in Q1 2022. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • AE Wealth Management held 39,348 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.7M as of Q2 2026.
  • AE Wealth Management bought 5,029 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $210K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #716 holding.
  • AE Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
  • AE Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.8M in Q1 2022.
  • 578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.