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

Bartlett & Co 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 		$19.2K Hold
444
– – ﹤0.01% 897
2026
Q1 		$18.5K Buy
444
+306
+222% +$12.4K ﹤0.01% 829
2025
Q4 		$5.29K Buy
+138
New +$5.24K ﹤0.01% 1009

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

Bartlett & Co Wealth Management's SDVY Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 444 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Bartlett & Co Wealth Management first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Bartlett & Co Wealth Management held 444 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $19.2K as of Q2 2026.
  • Bartlett & Co Wealth Management left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #897 holding.
  • Bartlett & Co Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.