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 Q2	$356M	Buy	8,255,130 +311,768	+4%	+$13M	0.32%	52
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 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

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

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

Cetera Investment Advisers's SDVY Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.9% in Q2 2026, buying an estimated $13M and bringing the position to 8,255,130 shares worth $356M. The position accounts for 0.32% of the portfolio, ranked #52.

Cetera Investment Advisers first reported a position in SDVY in Q2 2021 and has held it in 21 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Cetera Investment Advisers held 8,255,130 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $356M as of Q2 2026.
Cetera Investment Advisers bought 311,768 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.32% of Cetera Investment Advisers's portfolio in Q2 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 21 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.