Citadel Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Citadel Advisors’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	$823K	Buy	+20,869	New	+$848K	﹤0.01%	8115
2025 Q4	–	Sell	-77,486	Closed	-$2.95M	–	13920
2025 Q3	$2.95M	Sell	77,486 -9,508	-11%	-$353K	﹤0.01%	5338
2025 Q2	$3.07M	Sell	86,994 -59,023	-40%	-$1.98M	﹤0.01%	4939
2025 Q1	$4.89M	Buy	146,017 +75,139	+106%	+$2.68M	﹤0.01%	3909
2024 Q4	$2.54M	Buy	70,878 +49,412	+230%	+$1.85M	﹤0.01%	5146
2024 Q3	$781K	Sell	21,466 -6,289	-23%	-$220K	﹤0.01%	7340
2024 Q2	$926K	Buy	27,755 +10,334	+59%	+$348K	﹤0.01%	6741
2024 Q1	$607K	Buy	17,421 +7,658	+78%	+$250K	﹤0.01%	7957
2023 Q4	$320K	Buy	+9,763	New	+$285K	﹤0.01%	9037
2023 Q3	–	Sell	-39	Closed	-$1.1K	–	15017
2023 Q2	$1.1K	Sell	39 -23,855	-100%	-$633K	﹤0.01%	13985
2023 Q1	$637K	Buy	+23,894	New	+$663K	﹤0.01%	7802
2022 Q4	–	Sell	-112,628	Closed	-$2.6M	–	15392
2022 Q3	$2.6M	Buy	+112,628	New	+$2.87M	﹤0.01%	5091
2021 Q2	–	Sell	-40,812	Closed	-$1.16M	–	14333
2021 Q1	$1.16M	Buy	+40,812	New	+$1.08M	﹤0.01%	7747

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors's SDVY Position: Q1 2026 in Review

Citadel Advisors opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026: 20,869 shares worth $823K. The stake represents ﹤0.01% of the portfolio and ranks #8115 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in SDVY as recently as Q3 2025.

Citadel Advisors first reported a position in SDVY in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.89M in Q1 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Citadel Advisors held 20,869 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $823K as of Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Citadel Advisors position in Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8115 holding.
Citadel Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 13 quarters since.
Citadel Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.89M in Q1 2025.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.