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Capital Analysts LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Capital Analysts LLC’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 		$1.57M Buy
36,495
+1,431
+4% +$59.7K 0.04% 297
2026
Q1 		$1.38M Buy
35,064
+932
+3% +$37.9K 0.04% 290
2025
Q4 		$1.31M Buy
34,132
+1,891
+6% +$71.8K 0.04% 282
2025
Q3 		$1.23M Buy
32,241
+3,631
+13% +$135K 0.04% 284
2025
Q2 		$1.01M Sell
28,610
-37
-0.1% -$1.24K 0.03% 279
2025
Q1 		$960K Buy
28,647
+9,459
+49% +$337K 0.04% 268
2024
Q4 		$688K Buy
19,188
+3,538
+23% +$132K 0.03% 292
2024
Q3 		$569K Sell
15,650
-19
-0.1% -$663 0.02% 309
2024
Q2 		$523K Buy
15,669
+8,739
+126% +$294K 0.02% 317
2024
Q1 		$241K Sell
6,930
-2,407
-26% -$78.6K 0.01% 411
2023
Q4 		$306K Sell
9,337
-459
-5% -$13.4K 0.02% 369
2023
Q3 		$277K Buy
9,796
+1,189
+14% +$34.7K 0.02% 358
2023
Q2 		$244K Sell
8,607
-293
-3% -$7.77K 0.01% 359
2023
Q1 		$237K Sell
8,900
-327
-4% -$9.07K 0.01% 361
2022
Q4 		$240K Buy
9,227
+3,248
+54% +$84.3K 0.01% 376
2022
Q3 		$138K Buy
5,979
+3,012
+102% +$76.6K 0.01% 402
2022
Q2 		$71K Buy
2,967
+1,399
+89% +$36.6K ﹤0.01% 488
2022
Q1 		$44K Buy
+1,568
New +$45.3K ﹤0.01% 571

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

Capital Analysts LLC's SDVY Position: Q2 2026 in Review

Capital Analysts LLC increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.1% in Q2 2026, buying an estimated $59.7K and bringing the position to 36,495 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #297.

Capital Analysts LLC first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Capital Analysts LLC held 36,495 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.57M as of Q2 2026.
  • Capital Analysts LLC bought 1,431 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $59.7K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of Capital Analysts LLC's portfolio in Q2 2026, its #297 holding.
  • Capital Analysts LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.