Baron Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Baron Wealth 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	$9.2M	Buy	213,371 +25,440	+14%	+$1.06M	2.39%	7
2026 Q1	$7.41M	Buy	187,931 +22,062	+13%	+$896K	2.22%	7
2025 Q4	$6.36M	Buy	165,869 +69,034	+71%	+$2.62M	1.96%	7
2025 Q3	$3.68M	Buy	96,835 +6,175	+7%	+$229K	1.22%	12
2025 Q2	$3.2M	Buy	90,660 +65,801	+265%	+$2.21M	1.13%	12
2025 Q1	$833K	Buy	+24,859	New	+$887K	0.37%	33

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

Baron Wealth Management's SDVY Position: Q2 2026 in Review

Baron Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 14% in Q2 2026, buying an estimated $1.06M and bringing the position to 213,371 shares worth $9.2M. The position accounts for 2.39% of the portfolio, ranked #7.

Baron Wealth Management first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Baron Wealth Management held 213,371 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $9.2M as of Q2 2026.
Baron Wealth Management bought 25,440 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.06M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.39% of Baron Wealth Management's portfolio in Q2 2026, its #7 holding.
Baron Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.