Commonwealth Equity Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Commonwealth Equity Services’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	$157M	Buy	3,647,508 +192,180	+6%	+$8.02M	0.2%	98
2026 Q1	$136M	Sell	3,455,328 -99,356	-3%	-$4.04M	0.19%	98
2025 Q4	$136M	Buy	3,554,684 +170,253	+5%	+$6.46M	0.18%	104
2025 Q3	$129M	Buy	3,384,431 +494,306	+17%	+$18.3M	0.17%	111
2025 Q2	$102M	Sell	2,890,125 -39,070	-1%	-$1.31M	0.13%	144
2025 Q1	$98.1M	Buy	2,929,195 +227,028	+8%	+$8.1M	0.14%	143
2024 Q4	$96.9M	Buy	2,702,167 +610,079	+29%	+$22.8M	0.14%	133
2024 Q3	$76.1M	Buy	2,092,088 +158,171	+8%	+$5.52M	0.12%	170
2024 Q2	$64.6M	Buy	1,933,917 +158,428	+9%	+$5.33M	0.1%	184
2024 Q1	$61.8M	Buy	1,775,489 +688,037	+63%	+$22.5M	0.1%	186
2023 Q4	$35.6M	Buy	1,087,452 +667,805	+159%	+$19.5M	0.07%	285
2023 Q3	$11.8M	Buy	419,647 +91,750	+28%	+$2.68M	0.02%	611
2023 Q2	$9.28M	Buy	327,897 +42,532	+15%	+$1.13M	0.02%	717
2023 Q1	$7.61M	Sell	285,365 -303,486	-52%	-$8.42M	0.02%	802
2022 Q4	$15.3M	Sell	588,851 -59,282	-9%	-$1.54M	0.04%	463
2022 Q3	$15M	Sell	648,133 -117,513	-15%	-$2.99M	0.04%	428
2022 Q2	$18.3M	Buy	765,646 +101,373	+15%	+$2.65M	0.05%	371
2022 Q1	$18.5M	Buy	664,273 +131,338	+25%	+$3.79M	0.04%	394
2021 Q4	$16.1M	Buy	532,935 +104,253	+24%	+$3.1M	0.04%	437
2021 Q3	$12.1M	Buy	428,682 +130,510	+44%	+$3.78M	0.03%	503
2021 Q2	$8.68M	Buy	298,172 +286,147	+2,380%	+$8.44M	0.02%	610
2021 Q1	$341K	Buy	+12,025	New	+$320K	﹤0.01%	2657

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

Commonwealth Equity Services's SDVY Position: Q2 2026 in Review

Commonwealth Equity Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.6% in Q2 2026, buying an estimated $8.02M and bringing the position to 3,647,508 shares worth $157M. The position accounts for 0.2% of the portfolio, ranked #98.

Commonwealth Equity Services first reported a position in SDVY in Q1 2021 and has held it in 22 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Commonwealth Equity Services held 3,647,508 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $157M as of Q2 2026.
Commonwealth Equity Services bought 192,180 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $8.02M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of Commonwealth Equity Services's portfolio in Q2 2026, its #98 holding.
Commonwealth Equity Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.