Cary Street Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Cary Street Partners's SDVY Position: Q2 2026 in Review
Cary Street Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 10% in Q2 2026, buying an estimated $101K and bringing the position to 25,950 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #471.
Cary Street Partners first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Cary Street Partners held 25,950 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.12M as of Q2 2026.
- Cary Street Partners bought 2,425 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $101K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #471 holding.
- Cary Street Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
- 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.