Citadel Advisors
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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
2024
Q3 		– Sell
-1,100
Closed -$36.7K – 15127
2024
Q2 		$36.7K Buy
+1,100
New +$37K ﹤0.01% 12070
2023
Q2 		– Sell
-4,600
Closed -$123K – 15119
2023
Q1 		$123K Buy
+4,600
New +$128K ﹤0.01% 10970

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
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.