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

Blue Trust 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	$21.3K	Buy	494 +465	+1,603%	+$19.4K	﹤0.01%	1637
2026 Q1	$1.14K	Hold	29	–	–	﹤0.01%	2237
2025 Q4	$1.11K	Hold	29	–	–	﹤0.01%	2268
2025 Q3	$1.1K	Hold	29	–	–	﹤0.01%	2300
2025 Q2	$1.02K	Hold	29	–	–	﹤0.01%	2250
2025 Q1	$972	Hold	29	–	–	﹤0.01%	2300
2024 Q4	$1.04K	Sell	29 -384	-93%	-$14.4K	﹤0.01%	2279
2024 Q3	$13.8K	Buy	413 +384	+1,324%	+$13.4K	﹤0.01%	2084
2024 Q2	$1.01K	Hold	29	–	–	﹤0.01%	2545
2024 Q1	$1.01K	Buy	+29	New	+$947	﹤0.01%	1947

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

Blue Trust Inc's SDVY Position: Q2 2026 in Review

Blue Trust Inc increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1,603% in Q2 2026, buying an estimated $19.4K and bringing the position to 494 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Blue Trust Inc first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Blue Trust Inc held 494 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $21.3K as of Q2 2026.
Blue Trust Inc bought 465 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $19.4K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1637 holding.
Blue Trust Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.