AssetMark Inc
SDVY icon

AssetMark Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

AssetMark Inc’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 		$271K Buy
6,286
+248
+4% +$10.3K ﹤0.01% 1361
2026
Q1 		$238K Buy
6,038
+446
+8% +$18.1K ﹤0.01% 1311
2025
Q4 		$214K Buy
5,592
+656
+13% +$24.9K ﹤0.01% 1291
2025
Q3 		$188K Buy
4,936
+339
+7% +$12.6K ﹤0.01% 1279
2025
Q2 		$162K Sell
4,597
-1,390
-23% -$46.6K ﹤0.01% 1271
2025
Q1 		$201K Buy
5,987
+24
+0.4% +$856 ﹤0.01% 1140
2024
Q4 		$214K Buy
5,963
+2,752
+86% +$103K ﹤0.01% 1081
2024
Q3 		$117K Buy
3,211
+1,646
+105% +$57.5K ﹤0.01% 1126
2024
Q2 		$52.2K Sell
1,565
-743
-32% -$25K ﹤0.01% 1224
2024
Q1 		$80.4K Buy
+2,308
New +$75.3K ﹤0.01% 1077
2023
Q3 		– Sell
-30
Closed -$849 – 1796
2023
Q2 		$849 Buy
+30
New +$796 ﹤0.01% 1479

Other funds holding SDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

AssetMark Inc's SDVY Position: Q2 2026 in Review

AssetMark Inc increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.1% in Q2 2026, buying an estimated $10.3K and bringing the position to 6,286 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

AssetMark Inc first reported a position in SDVY in Q2 2023 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • AssetMark Inc held 6,286 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $271K as of Q2 2026.
  • AssetMark Inc bought 248 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $10.3K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1361 holding.
  • AssetMark Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 11 quarters since.
  • 273 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.