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 Q2	$281K	Sell	6,503 -14,366	-69%	-$599K	﹤0.01%	11260
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 $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

Citadel Advisors's SDVY Position: Q2 2026 in Review

Citadel Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 69% in Q2 2026, selling an estimated $599K and leaving 6,503 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #11260.

Citadel Advisors first reported a position in SDVY in Q1 2021 and has held it in 14 quarters since. The position peaked at $4.89M in Q1 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Citadel Advisors held 6,503 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $281K as of Q2 2026.
Citadel Advisors sold 14,366 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $599K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11260 holding.
Citadel Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 14 quarters since.
Citadel Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.89M in Q1 2025.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.