Baird Financial Group
SDVY icon

Baird Financial Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Baird Financial Group’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 		$75.9M Buy
1,760,339
+71,063
+4% +$2.97M 0.1% 136
2026
Q1 		$66.6M Buy
1,689,276
+260,356
+18% +$10.6M 0.1% 143
2025
Q4 		$54.8M Buy
1,428,920
+40,161
+3% +$1.52M 0.09% 166
2025
Q3 		$52.8M Buy
1,388,759
+82,291
+6% +$3.05M 0.08% 171
2025
Q2 		$46.1M Sell
1,306,468
-193,158
-13% -$6.48M 0.08% 203
2025
Q1 		$50.2M Buy
1,499,626
+231,160
+18% +$8.25M 0.1% 173
2024
Q4 		$45.5M Buy
1,268,466
+163,878
+15% +$6.13M 0.09% 211
2024
Q3 		$40.2M Buy
1,104,588
+299,892
+37% +$10.5M 0.08% 229
2024
Q2 		$26.9M Buy
804,696
+89,705
+13% +$3.02M 0.06% 268
2024
Q1 		$24.9M Sell
714,991
-122,213
-15% -$3.99M 0.05% 283
2023
Q4 		$27.4M Buy
837,204
+42,309
+5% +$1.23M 0.06% 265
2023
Q3 		$22.4M Buy
794,895
+534,008
+205% +$15.6M 0.06% 266
2023
Q2 		$7.39M Sell
260,887
-15,570
-6% -$413K 0.02% 515
2023
Q1 		$7.37M Buy
276,457
+115,798
+72% +$3.21M 0.02% 499
2022
Q4 		$4.18M Sell
160,659
-64,361
-29% -$1.67M 0.01% 621
2022
Q3 		$5.21M Buy
225,020
+77,131
+52% +$1.96M 0.02% 555
2022
Q2 		$3.53M Sell
147,889
-193,591
-57% -$5.07M 0.01% 662
2022
Q1 		$9.52M Buy
341,480
+323,410
+1,790% +$9.34M 0.02% 450
2021
Q4 		$548K Buy
+18,070
New +$538K ﹤0.01% 1437

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Baird Financial Group's SDVY Position: Q2 2026 in Review

Baird Financial Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.2% in Q2 2026, buying an estimated $2.97M and bringing the position to 1,760,339 shares worth $75.9M. The position accounts for 0.1% of the portfolio, ranked #136.

Baird Financial Group first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Baird Financial Group held 1,760,339 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $75.9M as of Q2 2026.
  • Baird Financial Group bought 71,063 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.97M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.1% of Baird Financial Group's portfolio in Q2 2026, its #136 holding.
  • Baird Financial Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.