Bolthouse Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bolthouse Investments’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	$2.17M	Buy	50,397 +2,976	+6%	+$124K	1.76%	15
2026 Q1	$1.87M	Buy	47,421 +3,250	+7%	+$132K	1.69%	15
2025 Q4	$1.69M	Sell	44,171 -121	-0.3%	-$4.59K	1.5%	17
2025 Q3	$1.68M	Sell	44,292 -7,096	-14%	-$263K	1.53%	16
2025 Q2	$1.81M	Sell	51,388 -24,052	-32%	-$807K	1.8%	16
2025 Q1	$2.53M	Buy	75,440 +162	+0.2%	+$5.78K	2.64%	8
2024 Q4	$2.7M	Buy	+75,278	New	+$2.82M	2.49%	9

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

Bolthouse Investments's SDVY Position: Q2 2026 in Review

Bolthouse Investments increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.3% in Q2 2026, buying an estimated $124K and bringing the position to 50,397 shares worth $2.17M. The position accounts for 1.76% of the portfolio, ranked #15.

Bolthouse Investments first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q4 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Bolthouse Investments held 50,397 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.17M as of Q2 2026.
Bolthouse Investments bought 2,976 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $124K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.76% of Bolthouse Investments's portfolio in Q2 2026, its #15 holding.
Bolthouse Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Bolthouse Investments's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.7M in Q4 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.