Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cambridge Investment Research Advisors’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 		$107M Sell
2,478,481
-119,302
-5% -$4.98M 0.24% 73
2026
Q1 		$102M Buy
2,597,783
+247,455
+11% +$10.1M 0.26% 66
2025
Q4 		$90.1M Buy
2,350,328
+163,309
+7% +$6.2M 0.24% 72
2025
Q3 		$83.1M Sell
2,187,019
-50,649
-2% -$1.88M 0.23% 75
2025
Q2 		$78.9M Sell
2,237,668
-15,430
-0.7% -$518K 0.24% 71
2025
Q1 		$75.5M Buy
2,253,098
+120,041
+6% +$4.28M 0.25% 65
2024
Q4 		$76.5M Buy
2,133,057
+322,315
+18% +$12.1M 0.26% 62
2024
Q3 		$65.9M Buy
1,810,742
+202,497
+13% +$7.07M 0.22% 79
2024
Q2 		$53.7M Buy
1,608,245
+207,276
+15% +$6.98M 0.2% 93
2024
Q1 		$48.8M Buy
1,400,969
+276,068
+25% +$9.01M 0.19% 97
2023
Q4 		$36.9M Buy
1,124,901
+630,424
+127% +$18.4M 0.16% 120
2023
Q3 		$14M Buy
494,477
+103,824
+27% +$3.03M 0.07% 293
2023
Q2 		$11.1M Buy
390,653
+8,736
+2% +$232K 0.05% 356
2023
Q1 		$10.2M Sell
381,917
-160,827
-30% -$4.46M 0.05% 369
2022
Q4 		$14.1M Sell
542,744
-70,754
-12% -$1.84M 0.07% 266
2022
Q3 		$14.2M Sell
613,498
-22,584
-4% -$575K 0.08% 244
2022
Q2 		$15.2M Buy
636,082
+82,953
+15% +$2.17M 0.08% 242
2022
Q1 		$15.4M Buy
553,129
+330,974
+149% +$9.56M 0.07% 263
2021
Q4 		$6.73M Buy
222,155
+160,340
+259% +$4.77M 0.03% 530
2021
Q3 		$1.75M Buy
61,815
+13,339
+28% +$386K 0.01% 1173
2021
Q2 		$1.41M Buy
48,476
+35,747
+281% +$1.05M 0.01% 1307
2021
Q1 		$361K Buy
+12,729
New +$338K ﹤0.01% 2154

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

Cambridge Investment Research Advisors's SDVY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.6% in Q2 2026, selling an estimated $4.98M and leaving 2,478,481 shares worth $107M. The position accounts for 0.24% of the portfolio, ranked #73.

Cambridge Investment Research Advisors first reported a position in SDVY in Q1 2021 and has held it in 22 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,478,481 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $107M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 119,302 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.98M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.24% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #73 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.