EP Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

EP Wealth Advisors’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	$309K	Buy	7,153 +894	+14%	+$37.3K	﹤0.01%	1280
2026 Q1	$247K	Buy	6,259 +327	+6%	+$13.3K	﹤0.01%	1282
2025 Q4	$227K	Buy	+5,932	New	+$225K	﹤0.01%	1309
2025 Q2	$608K	Buy	+17,242	New	+$579K	﹤0.01%	709

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

EP Wealth Advisors's SDVY Position: Q2 2026 in Review

EP Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 14% in Q2 2026, buying an estimated $37.3K and bringing the position to 7,153 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

EP Wealth Advisors first reported a position in SDVY in Q2 2025 and has held it in 4 quarters since. The position peaked at $608K in Q2 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

EP Wealth Advisors held 7,153 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $309K as of Q2 2026.
EP Wealth Advisors bought 894 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $37.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1280 holding.
EP Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 4 quarters since.
EP Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $608K in Q2 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.