B. Riley Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

B. Riley Wealth 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	$330K	Buy	7,687 +1,276	+20%	+$53.2K	0.02%	596
2026 Q1	$247K	Buy	+6,411	New	+$260K	0.02%	644
2024 Q4	$1.35M	Buy	37,728 +5,837	+18%	+$218K	0.04%	361
2024 Q3	$1.15M	Sell	31,891 -36,173	-53%	-$1.26M	0.03%	461
2024 Q2	$2.27M	Buy	68,064 +48,726	+252%	+$1.64M	0.06%	310
2024 Q1	$546K	Sell	19,338 -14,689	-43%	-$480K	0.01%	753
2023 Q4	$1.12M	Buy	34,027 +14,689	+76%	+$429K	0.03%	491
2023 Q3	$546K	Buy	19,338 +903	+5%	+$26.4K	0.01%	753
2023 Q2	$522K	Sell	18,435 -93	-0.5%	-$2.47K	0.01%	829
2023 Q1	$494K	Sell	18,528 -830	-4%	-$23K	0.01%	804
2022 Q4	$504K	Sell	19,358 -3,681	-16%	-$95.6K	0.01%	789
2022 Q3	$533K	Sell	23,039 -283	-1%	-$7.2K	0.02%	732
2022 Q2	$557K	Buy	23,322 +3,479	+18%	+$91.1K	0.02%	616
2022 Q1	$554K	Buy	+19,843	New	+$573K	0.02%	702

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

B. Riley Wealth Advisors's SDVY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q2 2026, buying an estimated $53.2K and bringing the position to 7,687 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #596.

B. Riley Wealth Advisors first reported a position in SDVY in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.27M in Q2 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

B. Riley Wealth Advisors held 7,687 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $330K as of Q2 2026.
B. Riley Wealth Advisors bought 1,276 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $53.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #596 holding.
B. Riley Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 14 quarters since.
B. Riley Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.27M in Q2 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.