Envestnet Asset Management
SDVY icon

Envestnet Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Envestnet Asset 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 		$145M Sell
3,360,284
-261,009
-7% -$10.9M 0.03% 442
2026
Q1 		$143M Buy
3,621,293
+339,326
+10% +$13.8M 0.04% 420
2025
Q4 		$126M Buy
3,281,967
+214,327
+7% +$8.14M 0.04% 432
2025
Q3 		$117M Buy
3,067,640
+93,376
+3% +$3.46M 0.03% 457
2025
Q2 		$105M Sell
2,974,264
-158,480
-5% -$5.32M 0.03% 475
2025
Q1 		$105M Buy
3,132,744
+157,951
+5% +$5.63M 0.03% 448
2024
Q4 		$107M Buy
2,974,793
+430,281
+17% +$16.1M 0.03% 449
2024
Q3 		$92.6M Buy
2,544,512
+522,644
+26% +$18.2M 0.03% 496
2024
Q2 		$67.5M Buy
2,021,868
+247,246
+14% +$8.32M 0.02% 554
2024
Q1 		$61.8M Buy
1,774,622
+728,884
+70% +$23.8M 0.02% 587
2023
Q4 		$34.3M Sell
1,045,738
-114,880
-10% -$3.35M 0.01% 768
2023
Q3 		$32.8M Buy
1,160,618
+53,622
+5% +$1.57M 0.02% 742
2023
Q2 		$31.3M Buy
1,106,996
+316,695
+40% +$8.4M 0.01% 706
2023
Q1 		$21.1M Sell
790,301
-51,826
-6% -$1.44M 0.01% 854
2022
Q4 		$21.9M Sell
842,127
-301,412
-26% -$7.83M 0.01% 813
2022
Q3 		$26.4M Buy
1,143,539
+140,403
+14% +$3.57M 0.02% 648
2022
Q2 		$24M Buy
1,003,136
+90,098
+10% +$2.36M 0.01% 696
2022
Q1 		$25.4M Buy
913,038
+728,892
+396% +$21.1M 0.01% 744
2021
Q4 		$5.58M Buy
184,146
+130,888
+246% +$3.9M ﹤0.01% 1542
2021
Q3 		$1.51M Buy
53,258
+6,961
+15% +$201K ﹤0.01% 2283
2021
Q2 		$1.35M Buy
46,297
+34,975
+309% +$1.03M ﹤0.01% 2333
2021
Q1 		$322K Buy
+11,322
New +$301K ﹤0.01% 3099

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

Envestnet Asset Management's SDVY Position: Q2 2026 in Review

Envestnet Asset Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.2% in Q2 2026, selling an estimated $10.9M and leaving 3,360,284 shares worth $145M. The position accounts for 0.03% of the portfolio, ranked #442.

Envestnet Asset Management first reported a position in SDVY in Q1 2021 and has held it in 22 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Envestnet Asset Management held 3,360,284 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $145M as of Q2 2026.
  • Envestnet Asset Management sold 261,009 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $10.9M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #442 holding.
  • Envestnet Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.