Farther Finance Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Farther Finance 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	$1.27M	Sell	29,415 -10,338	-26%	-$431K	0.01%	955
2026 Q1	$1.58M	Sell	39,753 -3,602	-8%	-$146K	0.01%	754
2025 Q4	$1.66M	Buy	43,355 +2,291	+6%	+$87K	0.02%	657
2025 Q3	$1.56M	Buy	41,064 +12,095	+42%	+$449K	0.02%	540
2025 Q2	$1.02M	Buy	28,969 +333	+1%	+$11.2K	0.02%	579
2025 Q1	$965K	Sell	28,636 -39,108	-58%	-$1.4M	0.02%	520
2024 Q4	$2.43M	Buy	67,744 +32,260	+91%	+$1.21M	0.09%	189
2024 Q3	$1.29M	Buy	35,484 +25,784	+266%	+$900K	0.05%	287
2024 Q2	$320K	Sell	9,700 -3,002	-24%	-$101K	0.02%	648
2024 Q1	$439K	Buy	12,702 +330	+3%	+$10.8K	0.03%	430
2023 Q4	$405K	Buy	12,372 +3,448	+39%	+$101K	0.03%	396
2023 Q3	$252K	Buy	8,924 +6,424	+257%	+$188K	0.04%	335
2023 Q2	$70.8K	Hold	2,500	–	–	0.02%	561
2023 Q1	$66.6K	Hold	2,500	–	–	0.02%	523
2022 Q4	$65.1K	Buy	+2,500	New	+$64.9K	0.03%	434

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

Farther Finance Advisors's SDVY Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 26% in Q2 2026, selling an estimated $431K and leaving 29,415 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #955.

Farther Finance Advisors first reported a position in SDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.43M in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Farther Finance Advisors held 29,415 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.27M as of Q2 2026.
Farther Finance Advisors sold 10,338 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $431K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #955 holding.
Farther Finance Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.43M in Q4 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.