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

Caldwell Trust’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 		– Sell
-3,900
Closed -$154K – 841
2026
Q1 		$154K Hold
3,900
– – 0.01% 360
2025
Q4 		$149K Buy
+3,900
New +$148K 0.01% 357

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Caldwell Trust's SDVY Position: Q2 2026 in Review

Caldwell Trust sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 3,900 shares — an estimated $154K sold.

Caldwell Trust first reported a position in SDVY in Q4 2025 and held it in 2 quarters. The position peaked at $154K in Q1 2026. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Caldwell Trust reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Caldwell Trust sold 3,900 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $154K.
  • Caldwell Trust first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and held it in 2 quarters.
  • Caldwell Trust's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $154K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.