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

Concurrent Investment 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	$6.45M	Buy	149,592 +2,144	+1%	+$89.5K	0.05%	371
2026 Q1	$5.81M	Buy	147,448 +8,841	+6%	+$359K	0.06%	328
2025 Q4	$5.31M	Buy	138,607 +7,117	+5%	+$270K	0.06%	317
2025 Q3	$5M	Buy	131,490 +3,809	+3%	+$141K	0.09%	242
2025 Q2	$4.5M	Buy	127,681 +36,099	+39%	+$1.21M	0.09%	242
2025 Q1	$3.07M	Buy	91,582 +79	+0.1%	+$2.82K	0.07%	270
2024 Q4	$3.28M	Buy	91,503 +21,163	+30%	+$792K	0.09%	227
2024 Q3	$2.56M	Buy	70,340 +1,237	+2%	+$43.2K	0.08%	248
2024 Q2	$2.31M	Buy	69,103 +582	+0.8%	+$19.6K	0.08%	242
2024 Q1	$2.39M	Buy	68,521 +1,895	+3%	+$61.9K	0.1%	216
2023 Q4	$2.18M	Buy	+66,626	New	+$1.94M	0.1%	216

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

Concurrent Investment Advisors's SDVY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.5% in Q2 2026, buying an estimated $89.5K and bringing the position to 149,592 shares worth $6.45M. The position accounts for 0.05% of the portfolio, ranked #371.

Concurrent Investment Advisors first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Concurrent Investment Advisors held 149,592 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.45M as of Q2 2026.
Concurrent Investment Advisors bought 2,144 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $89.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #371 holding.
Concurrent Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.