Columbia Advisory Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Columbia Advisory Partners’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	$598K	Buy	13,870 +199	+1%	+$8.3K	0.33%	49
2026 Q1	$539K	Sell	13,671 -5,365	-28%	-$218K	0.34%	53
2025 Q4	$729K	Sell	19,036 -120	-0.6%	-$4.56K	0.5%	35
2025 Q3	$728K	Buy	19,156 +727	+4%	+$27K	0.5%	36
2025 Q2	$650K	Buy	18,429 +575	+3%	+$19.3K	0.49%	34
2025 Q1	$598K	Buy	17,854 +8,711	+95%	+$311K	0.52%	35
2024 Q4	$328K	Buy	+9,143	New	+$342K	0.3%	49
2023 Q1	–	Sell	-8,848	Closed	-$230K	–	71
2022 Q4	$230K	Sell	8,848 -2,515	-22%	-$65.3K	0.22%	55
2022 Q3	$263K	Buy	11,363 +250	+2%	+$6.36K	0.32%	33
2022 Q2	$265K	Buy	11,113 +3,202	+40%	+$83.9K	0.3%	32
2022 Q1	$220K	Buy	+7,911	New	+$228K	0.22%	44

Other funds holding SDVY

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Columbia Advisory Partners's SDVY Position: Q2 2026 in Review

Columbia Advisory Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.5% in Q2 2026, buying an estimated $8.3K and bringing the position to 13,870 shares worth $598K. The position accounts for 0.33% of the portfolio, ranked #49.

Columbia Advisory Partners first reported a position in SDVY in Q1 2022 and has held it in 11 quarters since. The position peaked at $729K in Q4 2025. 227 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Columbia Advisory Partners held 13,870 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $598K as of Q2 2026.
Columbia Advisory Partners bought 199 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $8.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.33% of Columbia Advisory Partners's portfolio in Q2 2026, its #49 holding.
Columbia Advisory Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 11 quarters since.
Columbia Advisory Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $729K in Q4 2025.
227 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.