Betterment LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Betterment LLC’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	$1.7M	Buy	39,358 +1,997	+5%	+$83.3K	﹤0.01%	272
2026 Q1	$1.47M	Sell	37,361 -10,222	-21%	-$415K	﹤0.01%	273
2025 Q4	$1.82M	Buy	47,583 +3,167	+7%	+$120K	﹤0.01%	240
2025 Q3	$1.69M	Buy	44,416 +5,522	+14%	+$205K	﹤0.01%	240
2025 Q2	$1.37M	Buy	38,894 +13,394	+53%	+$449K	﹤0.01%	245
2025 Q1	$854K	Buy	25,500 +6,303	+33%	+$225K	﹤0.01%	273
2024 Q4	$688K	Buy	19,197 +13,565	+241%	+$508K	﹤0.01%	287
2024 Q3	$205K	Buy	+5,632	New	+$197K	﹤0.01%	419

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

Betterment LLC's SDVY Position: Q2 2026 in Review

Betterment LLC increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.3% in Q2 2026, buying an estimated $83.3K and bringing the position to 39,358 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Betterment LLC first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q4 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Betterment LLC held 39,358 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.7M as of Q2 2026.
Betterment LLC bought 1,997 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $83.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #272 holding.
Betterment LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Betterment LLC's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.82M in Q4 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.