Cottage Street Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cottage Street 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	$944K	Buy	21,876 +1,106	+5%	+$46.1K	0.37%	58
2026 Q1	$819K	Buy	20,770 +190	+0.9%	+$7.72K	0.35%	58
2025 Q4	$789K	Buy	20,580 +320	+2%	+$12.2K	0.33%	59
2025 Q3	$770K	Buy	20,260 +1,601	+9%	+$59.4K	0.33%	61
2025 Q2	$658K	Sell	18,659 -1,771	-9%	-$59.4K	0.34%	56
2025 Q1	$684K	Buy	20,430 +1,032	+5%	+$36.8K	0.34%	57
2024 Q4	$695K	Buy	19,398 +941	+5%	+$35.2K	0.36%	56
2024 Q3	$671K	Buy	18,457 +2,403	+15%	+$83.9K	0.37%	56
2024 Q2	$536K	Buy	+16,054	New	+$541K	0.32%	56
2024 Q1	–	Sell	-13,586	Closed	-$445K	–	92
2023 Q4	$445K	Buy	13,586 +1,376	+11%	+$40.2K	0.3%	57
2023 Q3	$345K	Buy	12,210 +1,933	+19%	+$56.4K	0.25%	62
2023 Q2	$291K	Buy	+10,277	New	+$273K	0.21%	65

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

Cottage Street Advisors's SDVY Position: Q2 2026 in Review

Cottage Street Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.3% in Q2 2026, buying an estimated $46.1K and bringing the position to 21,876 shares worth $944K. The position accounts for 0.37% of the portfolio, ranked #58.

Cottage Street Advisors first reported a position in SDVY in Q2 2023 and has held it in 12 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Cottage Street Advisors held 21,876 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $944K as of Q2 2026.
Cottage Street Advisors bought 1,106 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $46.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.37% of Cottage Street Advisors's portfolio in Q2 2026, its #58 holding.
Cottage Street Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 12 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.