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

CBIZ 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	$15K	Hold	380	–	–	﹤0.01%	137
2026 Q1	$15K	Buy	380 +1	+0.3%	+$41	﹤0.01%	137
2025 Q4	$14.5K	Hold	379	–	–	﹤0.01%	310
2025 Q3	$14.4K	Buy	379 +1	+0.3%	+$37	﹤0.01%	296
2025 Q2	$13.3K	Hold	378	–	–	﹤0.01%	311
2025 Q1	$12.7K	Buy	+378	New	+$13.5K	﹤0.01%	290

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

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

CBIZ Investment Advisory Services held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 380 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

CBIZ Investment Advisory Services first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

CBIZ Investment Advisory Services held 380 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $15K as of Q2 2026.
CBIZ Investment Advisory Services left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #137 holding.
CBIZ Investment Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.