Federation des caisses Desjardins du Quebec’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Federation des caisses Desjardins du Quebec’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	$1.09M	Buy	25,240 +1,941	+8%	+$81K	﹤0.01%	1070
2026 Q1	$919K	Buy	23,299 +686	+3%	+$27.9K	﹤0.01%	1023
2025 Q4	$867K	Buy	22,613 +89	+0.4%	+$3.38K	﹤0.01%	1050
2025 Q3	$856K	Buy	22,524 +693	+3%	+$25.7K	﹤0.01%	1011
2025 Q2	$770K	Sell	21,831 -303	-1%	-$10.2K	﹤0.01%	931
2025 Q1	$741K	Buy	22,134 +784	+4%	+$28K	﹤0.01%	912
2024 Q4	$765K	Buy	21,350 +4,708	+28%	+$176K	﹤0.01%	861
2024 Q3	$605K	Buy	16,642 +920	+6%	+$32.1K	﹤0.01%	906
2024 Q2	$525K	Buy	15,722 +461	+3%	+$15.5K	﹤0.01%	925
2024 Q1	$531K	Buy	+15,261	New	+$498K	﹤0.01%	866

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

Federation des caisses Desjardins du Quebec's SDVY Position: Q2 2026 in Review

Federation des caisses Desjardins du Quebec increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 8.3% in Q2 2026, buying an estimated $81K and bringing the position to 25,240 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Federation des caisses Desjardins du Quebec first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Federation des caisses Desjardins du Quebec held 25,240 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.09M as of Q2 2026.
Federation des caisses Desjardins du Quebec bought 1,941 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $81K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q2 2026, its #1070 holding.
Federation des caisses Desjardins du Quebec first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2026, filed 14 Aug 2026.