Fidelity Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.56M Buy
36,150
+11,341
+46% +$473K ﹤0.01% 2839
2026
Q1
$978K Buy
24,809
+8,260
+50% +$335K ﹤0.01% 2890
2025
Q4
$634K Buy
16,549
+5,909
+56% +$224K ﹤0.01% 2990
2025
Q3
$405K Sell
10,640
-1,730
-14% -$64.2K ﹤0.01% 3110
2025
Q2
$436K Sell
12,370
-2,980
-19% -$100K ﹤0.01% 3011
2025
Q1
$514K Buy
15,350
+2,604
+20% +$92.9K ﹤0.01% 2890
2024
Q4
$457K Sell
12,746
-1,223
-9% -$45.8K ﹤0.01% 2967
2024
Q3
$508K Buy
13,969
+9,901
+243% +$346K ﹤0.01% 2850
2024
Q2
$136K Buy
4,068
+2,953
+265% +$99.4K ﹤0.01% 3179
2024
Q1
$38.8K Buy
1,115
+848
+318% +$27.7K ﹤0.01% 3706
2023
Q4
$8.75K Sell
267
-1
-0.4% -$29 ﹤0.01% 4283
2023
Q3
$7.57K Sell
268
-61
-19% -$1.78K ﹤0.01% 4216
2023
Q2
$9.31K Sell
329
-639
-66% -$17K ﹤0.01% 4168
2023
Q1
$25.8K Buy
968
+612
+172% +$17K ﹤0.01% 3732
2022
Q4
$9.27K Sell
356
-352
-50% -$9.14K ﹤0.01% 4040
2022
Q3
$16K Sell
708
-433
-38% -$11K ﹤0.01% 3938
2022
Q2
$27K Buy
+1,141
New +$29.9K ﹤0.01% 3788

Other funds holding SDVY

Fidelity Investments's SDVY Position: Q2 2026 in Review

Fidelity Investments increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 46% in Q2 2026, buying an estimated $473K and bringing the position to 36,150 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

Fidelity Investments first reported a position in SDVY in Q2 2022 and has held it in 17 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Fidelity Investments held 36,150 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.56M as of Q2 2026.
  • Fidelity Investments bought 11,341 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $473K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2839 holding.
  • Fidelity Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.