Cresset Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cresset Asset Management’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	$692K	Sell	16,031 -310	-2%	-$12.9K	﹤0.01%	1049
2026 Q1	$644K	Buy	16,341 +972	+6%	+$39.5K	﹤0.01%	951
2025 Q4	$589K	Buy	15,369 +16	+0.1%	+$607	﹤0.01%	1003
2025 Q3	$584K	Buy	15,353 +1,551	+11%	+$57.5K	﹤0.01%	955
2025 Q2	$487K	Sell	13,802 -28,451	-67%	-$955K	﹤0.01%	947
2025 Q1	$1.42M	Buy	42,253 +2,604	+7%	+$92.9K	0.01%	650
2024 Q4	$1.42M	Buy	39,649 +2,204	+6%	+$82.5K	0.01%	659
2024 Q3	$1.36M	Buy	37,445 +584	+2%	+$20.4K	0.01%	1003
2024 Q2	$1.23M	Buy	36,861 +6,761	+22%	+$228K	0.01%	957
2024 Q1	$1.05M	Buy	30,100 +2,952	+11%	+$96.4K	0.01%	954
2023 Q4	$890K	Buy	27,148 +10,605	+64%	+$310K	0.01%	949
2023 Q3	$467K	Buy	+16,543	New	+$483K	﹤0.01%	1220

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

Cresset Asset Management's SDVY Position: Q2 2026 in Review

Cresset Asset Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q2 2026, selling an estimated $12.9K and leaving 16,031 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Cresset Asset Management first reported a position in SDVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.42M in Q4 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Cresset Asset Management held 16,031 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $692K as of Q2 2026.
Cresset Asset Management sold 310 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $12.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1049 holding.
Cresset Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
Cresset Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.42M in Q4 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.