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

Brinker Capital 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	$1.16M	Sell	26,915 -12,748	-32%	-$532K	0.01%	1076
2026 Q1	$1.56M	Sell	39,663 -16,092	-29%	-$654K	0.01%	880
2025 Q4	$2.14M	Buy	55,755 +17,145	+44%	+$651K	0.02%	812
2025 Q3	$1.47M	Buy	38,610 +2,569	+7%	+$95.3K	0.01%	1008
2025 Q2	$1.27M	Sell	36,041 -147	-0.4%	-$4.93K	0.01%	1055
2025 Q1	$1.21M	Buy	36,188 +4,908	+16%	+$175K	0.01%	978
2024 Q4	$1.12M	Sell	31,280 -2,543	-8%	-$95.2K	0.01%	983
2024 Q3	$1.23M	Sell	33,823 -14,714	-30%	-$514K	0.01%	936
2024 Q2	$1.62M	Buy	48,537 +28,177	+138%	+$949K	0.02%	752
2024 Q1	$709K	Buy	+20,360	New	+$665K	0.01%	1132
2023 Q2	–	Sell	-40,667	Closed	-$1.08M	–	1675
2023 Q1	$1.08M	Buy	+40,667	New	+$1.13M	0.01%	838

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

Brinker Capital Investments's SDVY Position: Q2 2026 in Review

Brinker Capital Investments reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 32% in Q2 2026, selling an estimated $532K and leaving 26,915 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1076.

Brinker Capital Investments first reported a position in SDVY in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.14M in Q4 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Brinker Capital Investments held 26,915 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.16M as of Q2 2026.
Brinker Capital Investments sold 12,748 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $532K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1076 holding.
Brinker Capital Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 11 quarters since.
Brinker Capital Investments's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.14M in Q4 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.