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

Capital Investment 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 Q1	$180M	Buy	4,575,086 +199,463	+5%	+$8.1M	2.64%	4
2025 Q4	$168M	Buy	4,375,623 +204,797	+5%	+$7.78M	2.55%	3
2025 Q3	$159M	Buy	4,170,826 +198,680	+5%	+$7.37M	2.6%	3
2025 Q2	$140M	Buy	3,972,146 +240,655	+6%	+$8.07M	2.51%	4
2025 Q1	$125M	Buy	3,731,491 +221,441	+6%	+$7.9M	2.45%	4
2024 Q4	$126M	Buy	3,510,050 +267,372	+8%	+$10M	2.56%	4
2024 Q3	$118M	Buy	3,242,678 +234,870	+8%	+$8.2M	2.43%	4
2024 Q2	$100M	Buy	3,007,808 +3,000,057	+38,705%	+$101M	2.27%	4
2024 Q1	$270K	Buy	+7,751	New	+$253K	0.01%	511

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Capital Investment Advisors's SDVY Position: Q1 2026 in Review

Capital Investment Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.6% in Q1 2026, buying an estimated $8.1M and bringing the position to 4,575,086 shares worth $180M. The position accounts for 2.64% of the portfolio, ranked #4.

Capital Investment Advisors first reported a position in SDVY in Q1 2024 and has held it in 9 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Capital Investment Advisors held 4,575,086 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $180M as of Q1 2026.
Capital Investment Advisors bought 199,463 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $8.1M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.64% of Capital Investment Advisors's portfolio in Q1 2026, its #4 holding.
Capital Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.