Arvest Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Arvest Investments’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	$9.49M	Buy	220,001 +22,154	+11%	+$924K	1.15%	23
2026 Q1	$7.8M	Sell	197,847 -65,711	-25%	-$2.67M	1.06%	25
2025 Q4	$10.1M	Buy	263,558 +25,490	+11%	+$968K	1.42%	19
2025 Q3	$9.05M	Sell	238,068 -26,522	-10%	-$984K	1.3%	21
2025 Q2	$9.33M	Buy	264,590 +55,861	+27%	+$1.87M	1.4%	17
2025 Q1	$6.99M	Buy	208,729 +23,132	+12%	+$825K	1.1%	24
2024 Q4	$6.65M	Buy	185,597 +2,823	+2%	+$106K	1.06%	25
2024 Q3	$6.65M	Buy	182,774 +17,584	+11%	+$614K	1%	26
2024 Q2	$5.51M	Buy	165,190 +937	+0.6%	+$31.5K	0.88%	29
2024 Q1	$5.72M	Sell	164,253 -5,973	-4%	-$195K	0.91%	27
2023 Q4	$5.58M	Buy	+170,226	New	+$4.97M	0.91%	27

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

Arvest Investments's SDVY Position: Q2 2026 in Review

Arvest Investments increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q2 2026, buying an estimated $924K and bringing the position to 220,001 shares worth $9.49M. The position accounts for 1.15% of the portfolio, ranked #23.

Arvest Investments first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q4 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Arvest Investments held 220,001 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $9.49M as of Q2 2026.
Arvest Investments bought 22,154 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $924K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.15% of Arvest Investments's portfolio in Q2 2026, its #23 holding.
Arvest Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Arvest Investments's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $10.1M in Q4 2025.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.