Cetera Investment Advisers
SDVY icon

Cetera Investment Advisers’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cetera Investment Advisers’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 		$313M Buy
7,943,362
+227,423
+3% +$9.24M 0.33% 52
2025
Q4 		$296M Buy
7,715,939
+451,662
+6% +$17.1M 0.32% 53
2025
Q3 		$276M Buy
7,264,277
+1,988,046
+38% +$73.7M 0.32% 51
2025
Q2 		$186M Buy
5,276,231
+273,077
+5% +$9.16M 0.31% 59
2025
Q1 		$168M Buy
5,003,154
+1,556,017
+45% +$55.5M 0.32% 59
2024
Q4 		$124M Buy
3,447,137
+325,194
+10% +$12.2M 0.26% 73
2024
Q3 		$114M Buy
3,121,943
+700,531
+29% +$24.5M 0.25% 79
2024
Q2 		$80.8M Buy
2,421,412
+580,783
+32% +$19.6M 0.19% 106
2024
Q1 		$64.1M Buy
1,840,629
+1,237,801
+205% +$40.4M 0.15% 131
2023
Q4 		$19.8M Buy
602,828
+185,418
+44% +$5.41M 0.16% 125
2023
Q3 		$11.8M Buy
417,410
+55,712
+15% +$1.63M 0.1% 184
2023
Q2 		$10.2M Sell
361,698
-21,486
-6% -$570K 0.09% 219
2023
Q1 		$10.2M Buy
383,184
+35,307
+10% +$979K 0.09% 210
2022
Q4 		$9.06M Sell
347,877
-119,282
-26% -$3.1M 0.08% 229
2022
Q3 		$10.8M Buy
467,159
+22,811
+5% +$580K 0.22% 105
2022
Q2 		$10.6M Buy
444,348
+1,925
+0.4% +$50.4K 0.17% 126
2022
Q1 		$12.3M Buy
442,423
+182,877
+70% +$5.28M 0.18% 122
2021
Q4 		$7.87M Buy
259,546
+46,876
+22% +$1.4M 0.11% 202
2021
Q3 		$6.01M Buy
212,670
+37,042
+21% +$1.07M 0.1% 233
2021
Q2 		$5.11M Buy
+175,628
New +$5.18M 0.08% 268

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cetera Investment Advisers's SDVY Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.9% in Q1 2026, buying an estimated $9.24M and bringing the position to 7,943,362 shares worth $313M. The position accounts for 0.33% of the portfolio, ranked #52.

Cetera Investment Advisers first reported a position in SDVY in Q2 2021 and has held it in 20 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Cetera Investment Advisers held 7,943,362 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $313M as of Q1 2026.
  • Cetera Investment Advisers bought 227,423 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $9.24M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.33% of Cetera Investment Advisers's portfolio in Q1 2026, its #52 holding.
  • Cetera Investment Advisers first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 20 quarters since.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.