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CX Institutional’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

CX Institutional’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 		$5.62M Buy
130,347
+2,535
+2% +$106K 0.16% 143
2026
Q1 		$5.04M Sell
127,812
-5,036
-4% -$205K 0.15% 160
2025
Q4 		$5.09M Buy
132,848
+4,496
+4% +$171K 0.15% 145
2025
Q3 		$4.88M Sell
128,352
-396
-0.3% -$14.7K 0.15% 145
2025
Q2 		$4.54M Buy
128,748
+20,601
+19% +$691K 0.16% 146
2025
Q1 		$3.62M Buy
108,147
+4,668
+5% +$167K 0.14% 141
2024
Q4 		$3.71M Buy
103,479
+8,903
+9% +$333K 0.15% 147
2024
Q3 		$3.44M Buy
94,576
+383
+0.4% +$13.4K 0.15% 166
2024
Q2 		$3.14M Sell
94,193
-2,777
-3% -$93.5K 0.15% 156
2024
Q1 		$3.38M Sell
96,970
-10,334
-10% -$337K 0.16% 153
2023
Q4 		$3.52M Sell
107,304
-3,557
-3% -$104K 0.19% 150
2023
Q3 		$3.13M Sell
110,861
-20,904
-16% -$610K 0.17% 156
2023
Q2 		$3.73M Sell
131,765
-4,338
-3% -$115K 0.19% 155
2023
Q1 		$3.64M Buy
+136,103
New +$3.78M 0.19% 163

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

CX Institutional's SDVY Position: Q2 2026 in Review

CX Institutional increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2% in Q2 2026, buying an estimated $106K and bringing the position to 130,347 shares worth $5.62M. The position accounts for 0.16% of the portfolio, ranked #143.

CX Institutional first reported a position in SDVY in Q1 2023 and has held it in 14 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • CX Institutional held 130,347 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.62M as of Q2 2026.
  • CX Institutional bought 2,535 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $106K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.16% of CX Institutional's portfolio in Q2 2026, its #143 holding.
  • CX Institutional first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.