Davis Investment Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Davis Investment Partners’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 Q1	$575K	Buy	14,582 +2	+0%	+$81	0.2%	90
2025 Q4	$565K	Sell	14,580 -133	-0.9%	-$5.05K	0.2%	86
2025 Q3	$558K	Sell	14,713 -1,918	-12%	-$71.1K	0.19%	89
2025 Q2	$598K	Sell	16,631 -7,326	-31%	-$246K	0.21%	89
2025 Q1	$755K	Buy	23,957 +25	+0.1%	+$892	0.33%	53
2024 Q4	$847K	Buy	23,932 +2,024	+9%	+$75.7K	0.36%	54
2024 Q3	$787K	Sell	21,908 -8,265	-27%	-$289K	0.33%	59
2024 Q2	$1.04M	Buy	30,173 +9,354	+45%	+$315K	0.43%	51
2024 Q1	$697K	Buy	+20,819	New	+$680K	0.31%	59

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Davis Investment Partners's SDVY Position: Q1 2026 in Review

Davis Investment Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.01% in Q1 2026, buying an estimated $81 and bringing the position to 14,582 shares worth $575K. The position accounts for 0.2% of the portfolio, ranked #90.

Davis Investment Partners first reported a position in SDVY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Davis Investment Partners held 14,582 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $575K as of Q1 2026.
Davis Investment Partners bought 2 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $81.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of Davis Investment Partners's portfolio in Q1 2026, its #90 holding.
Davis Investment Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
Davis Investment Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.04M in Q2 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.