Barry Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Barry Investment 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	$1.54M	Buy	35,678 +9,963	+39%	+$416K	0.32%	38
2026 Q1	$1.01M	Buy	25,715 +2,546	+11%	+$103K	0.22%	45
2025 Q4	$888K	Buy	23,169 +1,712	+8%	+$65K	0.2%	46
2025 Q3	$816K	Buy	21,457 +1,089	+5%	+$40.4K	0.19%	53
2025 Q2	$719K	Buy	20,368 +1,342	+7%	+$45K	0.18%	57
2025 Q1	$637K	Buy	19,026 +7,040	+59%	+$251K	0.17%	60
2024 Q4	$430K	Buy	11,986 +653	+6%	+$24.4K	0.14%	75
2024 Q3	$412K	Buy	11,333 +3,408	+43%	+$119K	0.13%	75
2024 Q2	$266K	Buy	+7,925	New	+$267K	0.09%	97

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

Barry Investment Advisors's SDVY Position: Q2 2026 in Review

Barry Investment Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 39% in Q2 2026, buying an estimated $416K and bringing the position to 35,678 shares worth $1.54M. The position accounts for 0.32% of the portfolio, ranked #38.

Barry Investment Advisors first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Barry Investment Advisors held 35,678 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.54M as of Q2 2026.
Barry Investment Advisors bought 9,963 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $416K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.32% of Barry Investment Advisors's portfolio in Q2 2026, its #38 holding.
Barry Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.