AssuredPartners Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

AssuredPartners Investment 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	$3.42M	Buy	79,197 +35,942	+83%	+$1.5M	0.33%	80
2026 Q1	$1.73M	Sell	43,255 -68,349	-61%	-$2.78M	0.19%	132
2025 Q4	$4.28M	Buy	111,604 +90,797	+436%	+$3.45M	0.64%	44
2025 Q3	$791K	Buy	+20,807	New	+$772K	0.18%	101
2025 Q2	–	Sell	-111,804	Closed	-$3.75M	–	313
2025 Q1	$3.75M	Buy	111,804 +9,426	+9%	+$336K	0.72%	33
2024 Q4	$3.67M	Buy	+102,378	New	+$3.83M	0.72%	35

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

AssuredPartners Investment Advisors's SDVY Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 83% in Q2 2026, buying an estimated $1.5M and bringing the position to 79,197 shares worth $3.42M. The position accounts for 0.33% of the portfolio, ranked #80.

AssuredPartners Investment Advisors first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.28M in Q4 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

AssuredPartners Investment Advisors held 79,197 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.42M as of Q2 2026.
AssuredPartners Investment Advisors bought 35,942 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.5M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.33% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #80 holding.
AssuredPartners Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.28M 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 AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.