Aptus Capital Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Aptus Capital Advisors’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	$25.9M	Buy	600,056 +21,467	+4%	+$896K	0.18%	110
2026 Q1	$22.8M	Buy	578,589 +45,638	+9%	+$1.85M	0.18%	106
2025 Q4	$20.4M	Buy	532,951 +62,551	+13%	+$2.37M	0.15%	130
2025 Q3	$17.9M	Buy	470,400 +30,111	+7%	+$1.12M	0.13%	146
2025 Q2	$15.5M	Buy	440,289 +33,769	+8%	+$1.13M	0.13%	146
2025 Q1	$13.6M	Buy	406,520 +31,528	+8%	+$1.12M	0.14%	142
2024 Q4	$13.4M	Buy	374,992 +301,792	+412%	+$11.3M	0.14%	128
2024 Q3	$2.66M	Buy	73,200 +31,715	+76%	+$1.11M	0.04%	285
2024 Q2	$1.38M	Buy	+41,485	New	+$1.4M	0.02%	338

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

Aptus Capital Advisors's SDVY Position: Q2 2026 in Review

Aptus Capital Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.7% in Q2 2026, buying an estimated $896K and bringing the position to 600,056 shares worth $25.9M. The position accounts for 0.18% of the portfolio, ranked #110.

Aptus Capital Advisors first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Aptus Capital Advisors held 600,056 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $25.9M as of Q2 2026.
Aptus Capital Advisors bought 21,467 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $896K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.18% of Aptus Capital Advisors's portfolio in Q2 2026, its #110 holding.
Aptus Capital Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.