Barometer Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Barometer Capital Management’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	$569K	Buy	+13,200	New	+$551K	0.16%	104
2024 Q4	–	Sell	-18,400	Closed	-$669K	–	196
2024 Q3	$669K	Sell	18,400 -3,400	-16%	-$119K	0.19%	64
2024 Q2	$728K	Sell	21,800 -1,700	-7%	-$57.2K	0.28%	52
2024 Q1	$770K	Buy	23,500 +5,000	+27%	+$163K	0.2%	65
2023 Q4	$606K	Buy	+18,500	New	+$540K	0.17%	89
2023 Q2	–	Sell	-19,700	Closed	-$525K	–	154
2023 Q1	$525K	Buy	+19,700	New	+$546K	0.13%	95

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

Barometer Capital Management's SDVY Position: Q2 2026 in Review

Barometer Capital Management opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 13,200 shares worth $569K. The stake represents 0.16% of the portfolio and ranks #104 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in SDVY as recently as Q3 2024.

Barometer Capital Management first reported a position in SDVY in Q1 2023 and has held it in 6 quarters since. The position peaked at $770K in Q1 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Barometer Capital Management held 13,200 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $569K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Barometer Capital Management position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.16% of Barometer Capital Management's portfolio in Q2 2026, its #104 holding.
Barometer Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 6 quarters since.
Barometer Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $770K in Q1 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.