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 Q2	$7.56M	Buy	175,315 +134,087	+325%	+$5.59M	﹤0.01%	2255
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 $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

Ameriprise's SDVY Position: Q2 2026 in Review

Ameriprise increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 325% in Q2 2026, buying an estimated $5.59M and bringing the position to 175,315 shares worth $7.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

Ameriprise first reported a position in SDVY in Q2 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Ameriprise held 175,315 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.56M as of Q2 2026.
Ameriprise bought 134,087 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.59M.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2255 holding.
Ameriprise first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 7 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.