Cerity Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cerity Partners’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	–	Sell	-82,148	Closed	-$3.15M	–	3380
2025 Q4	$3.15M	Sell	82,148 -27,697	-25%	-$1.05M	﹤0.01%	1150
2025 Q3	$4.18M	Buy	109,845 +56,088	+104%	+$2.08M	0.01%	931
2025 Q2	$1.9M	Buy	+53,757	New	+$1.8M	﹤0.01%	1243
2024 Q2	–	Sell	-9,137	Closed	-$318K	–	2390
2024 Q1	$318K	Hold	9,137	–	–	﹤0.01%	1835
2023 Q4	$299K	Buy	+9,137	New	+$267K	﹤0.01%	1513

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cerity Partners's SDVY Position: Q1 2026 in Review

Cerity Partners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 82,148 shares — an estimated $3.15M sold.

Cerity Partners first reported a position in SDVY in Q4 2023 and held it in 5 quarters. The position peaked at $4.18M in Q3 2025. 567 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Cerity Partners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 82,148 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $3.15M.
Cerity Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and held it in 5 quarters.
Cerity Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.18M in Q3 2025.
567 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.