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

Aprio 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	$6.79M	Sell	157,355 -3,418	-2%	-$143K	0.34%	66
2026 Q1	$6.34M	Sell	160,773 -5,775	-3%	-$235K	0.35%	60
2025 Q4	$6.38M	Sell	166,548 -2,404	-1%	-$91.3K	0.37%	57
2025 Q3	$6.42M	Sell	168,952 -9,136	-5%	-$339K	0.64%	34
2025 Q2	$6.28M	Sell	178,088 -37,160	-17%	-$1.25M	0.71%	30
2025 Q1	$7.21M	Buy	215,248 +13,946	+7%	+$498K	0.9%	27
2024 Q4	$7.22M	Buy	201,302 +15,819	+9%	+$592K	1.05%	20
2024 Q3	$6.75M	Buy	185,483 +3,416	+2%	+$119K	1.08%	21
2024 Q2	$6.08M	Buy	182,067 +1,269	+0.7%	+$42.7K	1.11%	19
2024 Q1	$6.3M	Buy	180,798 +20,212	+13%	+$660K	1.23%	19
2023 Q4	$5.26M	Buy	160,586 +15,163	+10%	+$443K	1.17%	23
2023 Q3	$4.11M	Buy	145,423 +15,645	+12%	+$457K	1.13%	20
2023 Q2	$3.67M	Buy	129,778 +2,592	+2%	+$68.8K	1.01%	19
2023 Q1	$3.39M	Buy	127,186 +24,552	+24%	+$681K	1.04%	18
2022 Q4	$2.67M	Sell	102,634 -83,753	-45%	-$2.17M	0.94%	19
2022 Q3	$4.31M	Buy	186,387 +3,399	+2%	+$86.5K	1.73%	18
2022 Q2	$4.37M	Buy	182,988 +10,377	+6%	+$272K	1.74%	17
2022 Q1	$4.81M	Buy	+172,611	New	+$4.98M	1.83%	16

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

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

Aprio Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.1% in Q2 2026, selling an estimated $143K and leaving 157,355 shares worth $6.79M. The position accounts for 0.34% of the portfolio, ranked #66.

Aprio Wealth Management first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.22M in Q4 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Aprio Wealth Management held 157,355 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.79M as of Q2 2026.
Aprio Wealth Management sold 3,418 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $143K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.34% of Aprio Wealth Management's portfolio in Q2 2026, its #66 holding.
Aprio Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
Aprio Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $7.22M in Q4 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.