D.A. Davidson & Co’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

D.A. Davidson & Co’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	$36.7M	Buy	850,035 +113,062	+15%	+$4.72M	0.2%	83
2026 Q1	$29.1M	Buy	736,973 +63,777	+9%	+$2.59M	0.18%	96
2025 Q4	$25.8M	Buy	673,196 +3,579	+0.5%	+$136K	0.16%	105
2025 Q3	$25.5M	Buy	669,617 +25,832	+4%	+$958K	0.16%	107
2025 Q2	$22.7M	Sell	643,785 -10,777	-2%	-$362K	0.16%	106
2025 Q1	$21.9M	Buy	654,562 +103,792	+19%	+$3.7M	0.18%	102
2024 Q4	$19.7M	Buy	550,770 +88,269	+19%	+$3.3M	0.16%	105
2024 Q3	$16.8M	Buy	462,501 +46,925	+11%	+$1.64M	0.14%	120
2024 Q2	$13.9M	Buy	415,576 +82,420	+25%	+$2.78M	0.12%	131
2024 Q1	$11.6M	Buy	333,156 +84,325	+34%	+$2.75M	0.1%	161
2023 Q4	$8.15M	Buy	248,831 +39,878	+19%	+$1.16M	0.08%	196
2023 Q3	$5.9M	Buy	208,953 +110,933	+113%	+$3.24M	0.06%	239
2023 Q2	$2.77M	Buy	98,020 +64,805	+195%	+$1.72M	0.03%	397
2023 Q1	$885K	Buy	33,215 +6,373	+24%	+$177K	0.01%	723
2022 Q4	$699K	Buy	26,842 +4,134	+18%	+$107K	0.01%	747
2022 Q3	$525K	Buy	22,708 +4,024	+22%	+$102K	0.01%	799
2022 Q2	$446K	Buy	18,684 +630	+3%	+$16.5K	0.01%	860
2022 Q1	$503K	Buy	18,054 +2,534	+16%	+$73.2K	0.01%	882
2021 Q4	$470K	Buy	+15,520	New	+$462K	0.01%	897

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

D.A. Davidson & Co's SDVY Position: Q2 2026 in Review

D.A. Davidson & Co increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 15% in Q2 2026, buying an estimated $4.72M and bringing the position to 850,035 shares worth $36.7M. The position accounts for 0.2% of the portfolio, ranked #83.

D.A. Davidson & Co first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

D.A. Davidson & Co held 850,035 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $36.7M as of Q2 2026.
D.A. Davidson & Co bought 113,062 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.72M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of D.A. Davidson & Co's portfolio in Q2 2026, its #83 holding.
D.A. Davidson & Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.