Ameritas Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.55M Buy
151,896
+118,331
+353% +$4.94M 0.13% 159
2026
Q1
$1.32M Sell
33,565
-2,439
-7% -$99.1K 0.05% 306
2025
Q4
$1.38M Buy
36,004
+9,994
+38% +$379K 0.05% 303
2025
Q3
$989K Sell
26,010
-15,102
-37% -$560K 0.06% 255
2025
Q2
$1.45M Buy
41,112
+335
+0.8% +$11.2K 0.08% 261
2025
Q1
$1.43M Buy
40,777
+3,251
+9% +$116K 0.06% 306
2024
Q4
$1.35M Sell
37,526
-27,312
-42% -$1.02M 0.05% 337
2024
Q3
$2.36M Buy
64,838
+4,918
+8% +$172K 0.1% 199
2024
Q2
$2M Buy
59,920
+34,779
+138% +$1.17M 0.08% 252
2024
Q1
$846K Buy
25,141
+8,019
+47% +$262K 0.03% 418
2023
Q4
$561K Sell
17,122
-2,328
-12% -$67.9K 0.03% 403
2023
Q3
$542K Buy
19,450
+4,598
+31% +$134K 0.03% 484
2023
Q2
$416K Sell
14,852
-8,875
-37% -$235K 0.05% 332
2023
Q1
$631K Sell
23,727
-2,646
-10% -$73.4K 0.03% 423
2022
Q4
$687K Sell
26,373
-10,881
-29% -$283K 0.03% 443
2022
Q3
$862K Sell
37,254
-690
-2% -$17.6K 0.05% 311
2022
Q2
$906K Buy
37,944
+10,310
+37% +$270K 0.05% 306
2022
Q1
$770K Buy
27,634
+20,447
+284% +$590K 0.03% 393
2021
Q4
$218K Buy
+7,187
New +$214K 0.01% 752

Other funds holding SDVY

Ameritas Advisory Services's SDVY Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 353% in Q2 2026, buying an estimated $4.94M and bringing the position to 151,896 shares worth $6.55M. The position accounts for 0.13% of the portfolio, ranked #159.

Ameritas Advisory Services first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Ameritas Advisory Services held 151,896 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.55M as of Q2 2026.
  • Ameritas Advisory Services bought 118,331 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.94M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.13% of Ameritas Advisory Services's portfolio in Q2 2026, its #159 holding.
  • Ameritas Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.