Bay Colony Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bay Colony 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	$444K	Sell	10,285 -78	-0.8%	-$3.25K	0.05%	291
2026 Q1	$409K	Sell	10,363 -136	-1%	-$5.52K	0.05%	307
2025 Q4	$402K	Buy	10,499 +79	+0.8%	+$3K	0.05%	314
2025 Q3	$396K	Buy	10,420 +151	+1%	+$5.6K	0.05%	332
2025 Q2	$362K	Buy	10,269 +1,398	+16%	+$46.9K	0.05%	305
2025 Q1	$296K	Buy	8,871 +1,135	+15%	+$40.5K	0.05%	338
2024 Q4	$277K	Buy	+7,736	New	+$289K	0.04%	351

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

Bay Colony Advisors's SDVY Position: Q2 2026 in Review

Bay Colony Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.75% in Q2 2026, selling an estimated $3.25K and leaving 10,285 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #291.

Bay Colony Advisors first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Bay Colony Advisors held 10,285 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $444K as of Q2 2026.
Bay Colony Advisors sold 78 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.25K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #291 holding.
Bay Colony Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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