Bank of America
SDVY icon

Bank of America’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bank of America’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 		$429M Buy
9,941,792
+478,207
+5% +$20M 0.03% 493
2026
Q1 		$373M Buy
9,463,585
+564,137
+6% +$22.9M 0.03% 488
2025
Q4 		$341M Buy
8,899,448
+917,059
+11% +$34.8M 0.02% 525
2025
Q3 		$303M Buy
7,982,389
+614,123
+8% +$22.8M 0.02% 620
2025
Q2 		$260M Sell
7,368,266
-454,045
-6% -$15.2M 0.02% 672
2025
Q1 		$262M Buy
7,822,311
+723,258
+10% +$25.8M 0.02% 619
2024
Q4 		$255M Buy
7,099,053
+1,327,323
+23% +$49.7M 0.02% 603
2024
Q3 		$210M Buy
5,771,730
+876,068
+18% +$30.6M 0.02% 696
2024
Q2 		$163M Buy
4,895,662
+1,152,472
+31% +$38.8M 0.01% 767
2024
Q1 		$130M Buy
3,743,190
+2,002,375
+115% +$65.4M 0.01% 889
2023
Q4 		$57M Buy
1,740,815
+1,236,043
+245% +$36.1M 0.01% 1276
2023
Q3 		$14.2M Buy
504,772
+503,787
+51,146% +$14.7M ﹤0.01% 2383
2023
Q2 		$27.9K Buy
+985
New +$26.1K ﹤0.01% 6626
2022
Q4 		– Sell
-558
Closed -$13K – 8404
2022
Q3 		$13K Sell
558
-92
-14% -$2.34K ﹤0.01% 7169
2022
Q2 		$16K Buy
650
+155
+31% +$4.06K ﹤0.01% 7253
2022
Q1 		$14K Buy
+495
New +$14.3K ﹤0.01% 7645
2019
Q3 		– Sell
-28
Closed -$1K – 7472
2019
Q2 		$1K Sell
28
-5,679
-100% -$115K ﹤0.01% 7057
2019
Q1 		$113K Buy
5,707
+128
+2% +$2.51K ﹤0.01% 5818
2018
Q4 		$98K Buy
5,579
+1,575
+39% +$30.5K ﹤0.01% 5931
2018
Q3 		$86K Buy
4,004
+3,644
+1,012% +$78.3K ﹤0.01% 5951
2018
Q2 		$7K Buy
+360
New +$7.56K ﹤0.01% 6744

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America's SDVY Position: Q2 2026 in Review

Bank of America increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.1% in Q2 2026, buying an estimated $20M and bringing the position to 9,941,792 shares worth $429M. The position accounts for 0.03% of the portfolio, ranked #493.

Bank of America first reported a position in SDVY in Q2 2018 and has held it in 21 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Bank of America held 9,941,792 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $429M as of Q2 2026.
  • Bank of America bought 478,207 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $20M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Bank of America's portfolio in Q2 2026, its #493 holding.
  • Bank of America first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2018 and has held it in 21 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.