CIBC World Market’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

CIBC World Market’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	$423K	Sell	9,797 -398	-4%	-$16.6K	﹤0.01%	1260
2026 Q1	$402K	Buy	10,195 +986	+11%	+$40K	﹤0.01%	1184
2025 Q4	$353K	Buy	9,209 +370	+4%	+$14K	﹤0.01%	1208
2025 Q3	$336K	Buy	8,839 +414	+5%	+$15.4K	﹤0.01%	1196
2025 Q2	$297K	Sell	8,425 -553	-6%	-$18.6K	﹤0.01%	1185
2025 Q1	$301K	Sell	8,978 -208,023	-96%	-$7.42M	﹤0.01%	1153
2024 Q4	$7.78M	Buy	+217,001	New	+$8.12M	0.02%	403
2024 Q3	–	Sell	-13,183	Closed	-$440K	–	1386
2024 Q2	$440K	Sell	13,183 -6,731	-34%	-$227K	﹤0.01%	998
2024 Q1	$693K	Sell	19,914 -1,929	-9%	-$63K	﹤0.01%	905
2023 Q4	$716K	Buy	+21,843	New	+$637K	﹤0.01%	852
2023 Q3	–	Sell	-86,959	Closed	-$2.46M	–	1273
2023 Q2	$2.46M	Buy	86,959 +12,024	+16%	+$319K	0.01%	536
2023 Q1	$2M	Buy	+74,935	New	+$2.08M	0.01%	581

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

CIBC World Market's SDVY Position: Q2 2026 in Review

CIBC World Market reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.9% in Q2 2026, selling an estimated $16.6K and leaving 9,797 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

CIBC World Market first reported a position in SDVY in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.78M in Q4 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

CIBC World Market held 9,797 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $423K as of Q2 2026.
CIBC World Market sold 398 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $16.6K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1260 holding.
CIBC World Market first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 12 quarters since.
CIBC World Market's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $7.78M in Q4 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.