Arbor Capital Management (Alaska)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Arbor Capital Management (Alaska)’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	$434K	Sell	9,969 -2,471	-20%	-$103K	0.43%	60
2026 Q1	$515K	Buy	12,440 +267	+2%	+$10.8K	0.42%	63
2025 Q4	$478K	Buy	12,173 +169	+1%	+$6.42K	0.4%	67
2025 Q3	$456K	Buy	12,004 +416	+4%	+$15.4K	0.37%	70
2025 Q2	$418K	Buy	11,588 +1,390	+14%	+$46.6K	0.36%	73
2025 Q1	$345K	Buy	10,198 +383	+4%	+$13.7K	0.33%	77
2024 Q4	$370K	Buy	9,815 +1,777	+22%	+$66.5K	0.36%	75
2024 Q3	$290K	Buy	+8,038	New	+$281K	0.27%	84

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

Arbor Capital Management (Alaska)'s SDVY Position: Q2 2026 in Review

Arbor Capital Management (Alaska) reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q2 2026, selling an estimated $103K and leaving 9,969 shares worth $434K. The position accounts for 0.43% of the portfolio, ranked #60.

Arbor Capital Management (Alaska) first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $515K in Q1 2026. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Arbor Capital Management (Alaska) held 9,969 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $434K as of Q2 2026.
Arbor Capital Management (Alaska) sold 2,471 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $103K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.43% of Arbor Capital Management (Alaska)'s portfolio in Q2 2026, its #60 holding.
Arbor Capital Management (Alaska) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Arbor Capital Management (Alaska)'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $515K in Q1 2026.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Arbor Capital Management (Alaska)'s 13F filing for Q2 2026, filed 6 Aug 2026.