CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

CAPTRUST Financial 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 		– Sell
-6,989
Closed -$276K – 3378
2026
Q1 		$276K Buy
+6,989
New +$284K ﹤0.01% 2447

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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

CAPTRUST Financial Advisors's SDVY Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 6,989 shares — an estimated $276K sold.

CAPTRUST Financial Advisors first reported a position in SDVY in Q1 2026 and held it in 1 quarter. The position peaked at $276K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6,989 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $276K.
  • CAPTRUST Financial Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $276K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.