Beacon Pointe Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Beacon Pointe 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	–	Sell	-8,961	Closed	-$353K	–	2023
2026 Q1	$353K	Buy	8,961 +986	+12%	+$40K	﹤0.01%	1455
2025 Q4	$306K	Buy	7,975 +1	+0%	+$38	﹤0.01%	1256
2025 Q3	$303K	Sell	7,974 -249	-3%	-$9.24K	﹤0.01%	1179
2025 Q2	$290K	Hold	8,223	–	–	﹤0.01%	1063
2025 Q1	$275K	Sell	8,223 -1,000	-11%	-$35.7K	﹤0.01%	1051
2024 Q4	$331K	Buy	9,223 +1,000	+12%	+$37.4K	﹤0.01%	971
2024 Q3	$299K	Buy	8,223 +531	+7%	+$18.5K	﹤0.01%	1023
2024 Q2	$257K	Sell	7,692 -3,119	-29%	-$105K	﹤0.01%	1095
2024 Q1	$376K	Buy	+10,811	New	+$353K	﹤0.01%	1025

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

Beacon Pointe Advisors's SDVY Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 8,961 shares — an estimated $353K sold.

Beacon Pointe Advisors first reported a position in SDVY in Q1 2024 and held it in 9 quarters. The position peaked at $376K in Q1 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Beacon Pointe Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 8,961 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $353K.
Beacon Pointe Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 9 quarters.
Beacon Pointe Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $376K in Q1 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.