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Davis Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Davis Capital 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 		– Sell
-26
Closed -$1.02K – 1280
2026
Q1 		$1.02K Buy
+26
New +$1.06K ﹤0.01% 330

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Davis Capital Management's SDVY Position: Q2 2026 in Review

Davis Capital Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 26 shares — an estimated $1.02K sold.

Davis Capital Management first reported a position in SDVY in Q1 2026 and held it in 1 quarter. The position peaked at $1.02K in Q1 2026. 283 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Davis Capital Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Davis Capital Management sold 26 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.02K.
  • Davis Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and held it in 1 quarter.
  • Davis Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.02K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.