Dynamic Advisor Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Dynamic Advisor Solutions’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	$5.71M	Buy	132,336 +13,980	+12%	+$583K	0.16%	148
2026 Q1	$4.67M	Sell	118,356 -4,117	-3%	-$167K	0.15%	161
2025 Q4	$4.69M	Buy	122,473 +2,644	+2%	+$100K	0.15%	152
2025 Q3	$4.56M	Buy	119,829 +1,976	+2%	+$73.3K	0.13%	174
2025 Q2	$4.16M	Buy	117,853 +6,024	+5%	+$202K	0.13%	190
2025 Q1	$3.75M	Buy	111,829 +1,997	+2%	+$71.2K	0.12%	192
2024 Q4	$3.94M	Buy	109,832 +9,952	+10%	+$372K	0.17%	140
2024 Q3	$3.63M	Buy	+99,880	New	+$3.49M	0.11%	212

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

Dynamic Advisor Solutions's SDVY Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 12% in Q2 2026, buying an estimated $583K and bringing the position to 132,336 shares worth $5.71M. The position accounts for 0.16% of the portfolio, ranked #148.

Dynamic Advisor Solutions first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Dynamic Advisor Solutions held 132,336 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.71M as of Q2 2026.
Dynamic Advisor Solutions bought 13,980 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $583K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.16% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #148 holding.
Dynamic Advisor Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.