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

Ameriprise’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 Q1	$1.63M	Sell	41,228 -7,968	-16%	-$324K	﹤0.01%	3054
2025 Q4	$1.89M	Sell	49,196 -2,609	-5%	-$99.1K	﹤0.01%	3032
2025 Q3	$1.97M	Buy	+51,805	New	+$1.92M	﹤0.01%	3012
2025 Q2	–	Sell	-13,151	Closed	-$441K	–	4110
2025 Q1	$441K	Sell	13,151 -9,994	-43%	-$357K	﹤0.01%	3536
2024 Q4	$830K	Buy	+23,145	New	+$866K	﹤0.01%	3323
2024 Q3	–	Sell	-6,152	Closed	-$205K	–	4005
2024 Q2	$205K	Buy	+6,152	New	+$207K	﹤0.01%	3686

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise's SDVY Position: Q1 2026 in Review

Ameriprise reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 16% in Q1 2026, selling an estimated $324K and leaving 41,228 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Ameriprise first reported a position in SDVY in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.97M in Q3 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Ameriprise held 41,228 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.63M as of Q1 2026.
Ameriprise sold 7,968 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $324K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3054 holding.
Ameriprise first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 6 quarters since.
Ameriprise's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.97M in Q3 2025.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.