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

Capital Investment Advisory Services’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	$3.4M	Buy	78,767 +5,341	+7%	+$223K	0.21%	116
2026 Q1	$2.9M	Sell	73,426 -21,782	-23%	-$885K	0.21%	104
2025 Q4	$3.65M	Buy	95,208 +2,712	+3%	+$103K	0.26%	89
2025 Q3	$3.52M	Buy	92,496 +24,598	+36%	+$912K	0.28%	84
2025 Q2	$2.4M	Buy	67,898 +4,139	+6%	+$139K	0.2%	118
2025 Q1	$2.14M	Sell	63,759 -2,993	-4%	-$107K	0.19%	121
2024 Q4	$2.39M	Buy	66,752 +5,098	+8%	+$191K	0.23%	96
2024 Q3	$2.24M	Buy	61,654 +4,417	+8%	+$154K	0.21%	107
2024 Q2	$1.91M	Sell	57,237 -34,118	-37%	-$1.15M	0.2%	113
2024 Q1	$3.18M	Buy	91,355 +44,854	+96%	+$1.46M	0.34%	72
2023 Q4	$1.52M	Buy	+46,501	New	+$1.36M	0.14%	137

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

Capital Investment Advisory Services's SDVY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.3% in Q2 2026, buying an estimated $223K and bringing the position to 78,767 shares worth $3.4M. The position accounts for 0.21% of the portfolio, ranked #116.

Capital Investment Advisory Services first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.65M in Q4 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Capital Investment Advisory Services held 78,767 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.4M as of Q2 2026.
Capital Investment Advisory Services bought 5,341 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $223K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.21% of Capital Investment Advisory Services's portfolio in Q2 2026, its #116 holding.
Capital Investment Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Capital Investment Advisory Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.65M in Q4 2025.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.