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

Atria 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	$10.4M	Buy	241,287 +500	+0.2%	+$20.9K	0.1%	203
2026 Q1	$9.49M	Buy	240,787 +1,133	+0.5%	+$46K	0.11%	207
2025 Q4	$9.18M	Buy	239,654 +2,268	+1%	+$86.1K	0.1%	212
2025 Q3	$9.03M	Sell	237,386 -69,670	-23%	-$2.58M	0.1%	220
2025 Q2	$10.8M	Sell	307,056 -122,819	-29%	-$4.12M	0.13%	174
2025 Q1	$14.4M	Sell	429,875 -42,801	-9%	-$1.53M	0.18%	116
2024 Q4	$16.9M	Buy	472,676 +24,596	+5%	+$920K	0.21%	93
2024 Q3	$16.3M	Buy	448,080 +18,055	+4%	+$630K	0.2%	104
2024 Q2	$14.4M	Buy	430,025 +197,164	+85%	+$6.64M	0.19%	114
2024 Q1	$8.11M	Buy	+232,861	New	+$7.6M	0.11%	211
2023 Q4	–	Sell	-36,714	Closed	-$1.04M	–	935
2023 Q3	$1.04M	Sell	36,714 -13,025	-26%	-$380K	0.02%	829
2023 Q2	$1.41M	Buy	+49,739	New	+$1.32M	0.03%	686
2023 Q1	–	Sell	-40,924	Closed	-$1.07M	–	861
2022 Q4	$1.07M	Buy	+40,924	New	+$1.06M	0.02%	738
2022 Q3	–	Sell	-68,227	Closed	-$1.63M	–	783
2022 Q2	$1.63M	Buy	+68,227	New	+$1.79M	0.03%	569

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

Atria Investments's SDVY Position: Q2 2026 in Review

Atria Investments increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.21% in Q2 2026, buying an estimated $20.9K and bringing the position to 241,287 shares worth $10.4M. The position accounts for 0.1% of the portfolio, ranked #203.

Atria Investments first reported a position in SDVY in Q2 2022 and has held it in 14 quarters since. The position peaked at $16.9M in Q4 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Atria Investments held 241,287 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $10.4M as of Q2 2026.
Atria Investments bought 500 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $20.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.1% of Atria Investments's portfolio in Q2 2026, its #203 holding.
Atria Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 14 quarters since.
Atria Investments's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $16.9M in Q4 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.