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Cottonwood Capital Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cottonwood Capital 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 		$468K Sell
10,848
-32
-0.3% -$1.33K 0.28% 64
2026
Q1 		$429K Sell
10,880
-33
-0.3% -$1.34K 0.3% 64
2025
Q4 		$418K Buy
10,913
+8
+0.1% +$304 0.3% 65
2025
Q3 		$415K Sell
10,905
-47
-0.4% -$1.74K 0.3% 65
2025
Q2 		$386K Sell
10,952
-18
-0.2% -$604 0.26% 79
2025
Q1 		$367K Sell
10,970
-77
-0.7% -$2.75K 0.27% 79
2024
Q4 		$396K Buy
11,047
+12
+0.1% +$449 0.28% 67
2024
Q3 		$401K Sell
11,035
-683
-6% -$23.8K 0.29% 68
2024
Q2 		$384K Sell
11,718
-237
-2% -$7.98K 0.3% 71
2024
Q1 		$392K Buy
11,955
+612
+5% +$20K 0.31% 70
2023
Q4 		$372K Buy
11,343
+991
+10% +$28.9K 0.31% 73
2023
Q3 		$292K Sell
10,352
-551
-5% -$16.1K 0.27% 79
2023
Q2 		$309K Sell
10,903
-351
-3% -$9.31K 0.28% 70
2023
Q1 		$300K Buy
11,254
+514
+5% +$14.3K 0.28% 73
2022
Q4 		$280K Buy
10,740
+24
+0.2% +$623 0.25% 76
2022
Q3 		$248K Buy
+10,716
New +$273K 0.24% 76

Other funds holding SDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Cottonwood Capital Advisors's SDVY Position: Q2 2026 in Review

Cottonwood Capital Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.29% in Q2 2026, selling an estimated $1.33K and leaving 10,848 shares worth $468K. The position accounts for 0.28% of the portfolio, ranked #64.

Cottonwood Capital Advisors first reported a position in SDVY in Q3 2022 and has held it in 16 quarters since. 273 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Cottonwood Capital Advisors held 10,848 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $468K as of Q2 2026.
  • Cottonwood Capital Advisors sold 32 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.33K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.28% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #64 holding.
  • Cottonwood Capital Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2022 and has held it in 16 quarters since.
  • 273 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.