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 Q2	$814K	Hold	18,870	–	–	﹤0.01%	561
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 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

Brown Brothers Harriman & Co's SDVY Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 18,870 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Brown Brothers Harriman & Co first reported a position in SDVY in Q4 2024 and has held it in 4 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Brown Brothers Harriman & Co held 18,870 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $814K as of Q2 2026.
Brown Brothers Harriman & Co left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #561 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 4 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.