Envestnet Portfolio Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Envestnet Portfolio 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	$802K	Sell	18,597 -120,142	-87%	-$5.01M	﹤0.01%	794
2026 Q1	$5.47M	Sell	138,739 -111,424	-45%	-$4.53M	0.03%	273
2025 Q4	$9.59M	Buy	250,163 +41,889	+20%	+$1.59M	0.03%	247
2025 Q3	$7.92M	Buy	208,274 +91,093	+78%	+$3.38M	0.03%	263
2025 Q2	$4.13M	Buy	117,181 +10,763	+10%	+$361K	0.02%	402
2025 Q1	$3.56M	Buy	106,418 +44,324	+71%	+$1.58M	0.01%	444
2024 Q4	$2.23M	Buy	62,094 +11,280	+22%	+$422K	0.01%	632
2024 Q3	$1.85M	Sell	50,814 -9,237	-15%	-$322K	0.01%	687
2024 Q2	$2M	Buy	60,051 +6,070	+11%	+$204K	0.01%	639
2024 Q1	$1.88M	Buy	53,981 +23,148	+75%	+$756K	0.01%	654
2023 Q4	$1.01M	Buy	30,833 +7,316	+31%	+$214K	﹤0.01%	791
2023 Q3	$664K	Buy	+23,517	New	+$686K	﹤0.01%	873

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

Envestnet Portfolio Solutions's SDVY Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 87% in Q2 2026, selling an estimated $5.01M and leaving 18,597 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Envestnet Portfolio Solutions first reported a position in SDVY in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.59M in Q4 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Envestnet Portfolio Solutions held 18,597 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $802K as of Q2 2026.
Envestnet Portfolio Solutions sold 120,142 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.01M.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #794 holding.
Envestnet Portfolio Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $9.59M in Q4 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.