BEI
SDVY icon

Benjamin Edwards Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Benjamin Edwards Inc’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 		$12.9M Buy
298,897
+34,295
+13% +$1.43M 0.12% 194
2026
Q1 		$10.4M Sell
264,602
-26,094
-9% -$1.06M 0.1% 200
2025
Q4 		$11.1M Sell
290,696
-29,540
-9% -$1.12M 0.12% 180
2025
Q3 		$12.2M Buy
320,236
+13,751
+4% +$510K 0.14% 163
2025
Q2 		$10.8M Buy
306,485
+55,352
+22% +$1.86M 0.14% 165
2025
Q1 		$8.41M Buy
251,133
+53,453
+27% +$1.91M 0.12% 183
2024
Q4 		$7.09M Buy
197,680
+18,658
+10% +$698K 0.1% 211
2024
Q3 		$6.52M Buy
179,022
+178,086
+19,026% +$6.22M 0.09% 226
2024
Q2 		$31K Buy
936
+11
+1% +$370 0.01% 548
2024
Q1 		$32K Buy
+925
New +$30.2K 0.01% 531
2023
Q1 		– Sell
-834
Closed -$22K – 745
2022
Q4 		$22K Hold
834
– – 0.01% 499
2022
Q3 		$19K Sell
834
-14
-2% -$356 0.01% 509
2022
Q2 		$20K Buy
848
+33
+4% +$864 0.01% 519
2022
Q1 		$23K Buy
+815
New +$23.5K 0.01% 541

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

Benjamin Edwards Inc's SDVY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 13% in Q2 2026, buying an estimated $1.43M and bringing the position to 298,897 shares worth $12.9M. The position accounts for 0.12% of the portfolio, ranked #194.

Benjamin Edwards Inc first reported a position in SDVY in Q1 2022 and has held it in 14 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Benjamin Edwards Inc held 298,897 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $12.9M as of Q2 2026.
  • Benjamin Edwards Inc bought 34,295 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.43M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.12% of Benjamin Edwards Inc's portfolio in Q2 2026, its #194 holding.
  • Benjamin Edwards Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 14 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.