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Brown Brothers Harriman & Co’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Brown Brothers Harriman & Co’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
Q1 		$744K Hold
18,870
– – ﹤0.01% 495
2025
Q4 		$723K Buy
+18,870
New +$716K ﹤0.01% 449
2025
Q1 		– Sell
-249
Closed -$8.93K – 1464
2024
Q4 		$8.93K Buy
+249
New +$9.32K ﹤0.01% 1142

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Brown Brothers Harriman & Co's SDVY Position: Q1 2026 in Review

Brown Brothers Harriman & Co held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 18,870 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Brown Brothers Harriman & Co first reported a position in SDVY in Q4 2024 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Brown Brothers Harriman & Co held 18,870 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $744K as of Q1 2026.
  • Brown Brothers Harriman & Co left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q1 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q1 2026, its #495 holding.
  • Brown Brothers Harriman & Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 3 quarters since.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2026, filed 14 May 2026.