Allworth Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Allworth Financial’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	$524K	Sell	12,149 -488	-4%	-$20.4K	﹤0.01%	965
2026 Q1	$498K	Sell	12,637 -245	-2%	-$9.95K	﹤0.01%	955
2025 Q4	$494K	Sell	12,882 -511	-4%	-$19.4K	﹤0.01%	938
2025 Q3	$509K	Sell	13,393 -1,031	-7%	-$38.2K	﹤0.01%	888
2025 Q2	$509K	Buy	14,424 +2,045	+17%	+$68.6K	﹤0.01%	843
2025 Q1	$403K	Sell	12,379 -571	-4%	-$20.4K	﹤0.01%	744
2024 Q4	$490K	Buy	12,950 +2,872	+28%	+$107K	﹤0.01%	698
2024 Q3	$367K	Sell	10,078 -52	-0.5%	-$1.81K	﹤0.01%	663
2024 Q2	$357K	Sell	10,130 -3,409	-25%	-$115K	﹤0.01%	644
2024 Q1	$471K	Buy	13,539 +2,080	+18%	+$67.9K	﹤0.01%	561
2023 Q4	$376K	Sell	11,459 -13	-0.1%	-$379	﹤0.01%	587
2023 Q3	$324K	Hold	11,472	–	–	﹤0.01%	589
2023 Q2	$325K	Sell	11,472 -382	-3%	-$10.1K	﹤0.01%	590
2023 Q1	$316K	Sell	11,854 -4,840	-29%	-$134K	﹤0.01%	555
2022 Q4	$435K	Sell	16,694 -198,822	-92%	-$5.16M	﹤0.01%	484
2022 Q3	$4.99M	Buy	+215,516	New	+$5.48M	0.06%	135

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Allworth Financial's SDVY Position: Q2 2026 in Review

Allworth Financial reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.9% in Q2 2026, selling an estimated $20.4K and leaving 12,149 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Allworth Financial first reported a position in SDVY in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.99M in Q3 2022. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Allworth Financial held 12,149 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $524K as of Q2 2026.
Allworth Financial sold 488 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $20.4K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #965 holding.
Allworth Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2022 and has held it in 16 quarters since.
Allworth Financial's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.99M in Q3 2022.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.