Brown Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Brown Advisory's SDVY Position: Q2 2026 in Review
Brown Advisory increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 22% in Q2 2026, buying an estimated $94.6K and bringing the position to 12,453 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.
Brown Advisory first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Brown Advisory held 12,453 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $537K as of Q2 2026.
- Brown Advisory bought 2,268 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $94.6K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1115 holding.
- Brown Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
- 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.