Arax Advisory Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Arax Advisory Partners’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	$12.9M	Buy	299,996 +62,450	+26%	+$2.61M	0.09%	252
2026 Q1	$9.37M	Buy	237,546 +8,430	+4%	+$342K	0.26%	82
2025 Q4	$8.78M	Buy	+229,116	New	+$8.7M	0.26%	82
2025 Q3	–	Sell	-218,141	Closed	-$7.7M	–	4175
2025 Q2	$7.7M	Buy	218,141 +36,192	+20%	+$1.21M	0.35%	59
2025 Q1	$6.1M	Buy	181,949 +71,244	+64%	+$2.54M	0.39%	48
2024 Q4	$3.97M	Buy	+110,705	New	+$4.14M	0.25%	69

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

Arax Advisory Partners's SDVY Position: Q2 2026 in Review

Arax Advisory Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 26% in Q2 2026, buying an estimated $2.61M and bringing the position to 299,996 shares worth $12.9M. The position accounts for 0.09% of the portfolio, ranked #252.

Arax Advisory Partners first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Arax Advisory Partners held 299,996 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $12.9M as of Q2 2026.
Arax Advisory Partners bought 62,450 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.61M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Arax Advisory Partners's portfolio in Q2 2026, its #252 holding.
Arax Advisory Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.