EH
SDVY icon

Equitable Holdings’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Equitable Holdings’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 		$23.3M Buy
539,195
+2,193
+0.4% +$91.5K 0.14% 152
2026
Q1 		$20.6M Sell
537,002
-24,527
-4% -$996K 0.13% 151
2025
Q4 		$21.5M Buy
561,529
+51,337
+10% +$1.95M 0.15% 129
2025
Q3 		$19.4M Buy
510,192
+1,957
+0.4% +$72.6K 0.14% 130
2025
Q2 		$17.9M Buy
508,235
+68,902
+16% +$2.31M 0.15% 127
2025
Q1 		$14.7M Buy
439,333
+102,831
+31% +$3.67M 0.14% 134
2024
Q4 		$12.1M Buy
336,502
+83,319
+33% +$3.12M 0.11% 150
2024
Q3 		$9.21M Buy
253,183
+85,494
+51% +$2.98M 0.09% 182
2024
Q2 		$5.6M Buy
167,689
+24,072
+17% +$810K 0.06% 243
2024
Q1 		$5M Buy
143,617
+43,006
+43% +$1.4M 0.06% 241
2023
Q4 		$3.3M Buy
100,611
+35,067
+54% +$1.02M 0.04% 291
2023
Q3 		$1.85M Buy
65,544
+21,761
+50% +$635K 0.03% 384
2023
Q2 		$1.24M Buy
43,783
+4,813
+12% +$128K 0.02% 467
2023
Q1 		$1.04M Buy
38,970
+11,455
+42% +$318K 0.02% 459
2022
Q4 		$717K Buy
27,515
+7,958
+41% +$207K 0.01% 521
2022
Q3 		$452K Sell
19,557
-1,970
-9% -$50.1K 0.01% 584
2022
Q2 		$514K Sell
21,527
-3,479
-14% -$91.1K 0.01% 559
2022
Q1 		$697K Buy
25,006
+7,746
+45% +$224K 0.01% 499
2021
Q4 		$523K Buy
17,260
+1,805
+12% +$53.7K 0.01% 557
2021
Q3 		$437K Buy
15,455
+1,165
+8% +$33.7K 0.01% 570
2021
Q2 		$416K Buy
14,290
+1,390
+11% +$41K 0.01% 576
2021
Q1 		$366K Hold
12,900
– – 0.01% 572
2020
Q4 		$306K Buy
+12,900
New +$281K 0.01% 554

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

Equitable Holdings's SDVY Position: Q2 2026 in Review

Equitable Holdings increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.41% in Q2 2026, buying an estimated $91.5K and bringing the position to 539,195 shares worth $23.3M. The position accounts for 0.14% of the portfolio, ranked #152.

Equitable Holdings first reported a position in SDVY in Q4 2020 and has held it in 23 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Equitable Holdings held 539,195 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $23.3M as of Q2 2026.
  • Equitable Holdings bought 2,193 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $91.5K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Equitable Holdings's portfolio in Q2 2026, its #152 holding.
  • Equitable Holdings first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2020 and has held it in 23 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.