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

Fifth Third 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	$428K	Buy	9,923 +648	+7%	+$27K	0.01%	550
2026 Q1	$366K	Sell	9,275 -594	-6%	-$24.1K	0.01%	530
2025 Q4	$378K	Buy	9,869 +1,766	+22%	+$67K	0.01%	481
2025 Q3	$308K	Hold	8,103	–	–	0.01%	544
2025 Q2	$286K	Sell	8,103 -5,093	-39%	-$171K	0.01%	552
2025 Q1	$442K	Buy	13,196 +6,980	+112%	+$249K	0.02%	364
2024 Q4	$223K	Buy	+6,216	New	+$233K	0.01%	643

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

Fifth Third Wealth Advisors's SDVY Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7% in Q2 2026, buying an estimated $27K and bringing the position to 9,923 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #550.

Fifth Third Wealth Advisors first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q1 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Fifth Third Wealth Advisors held 9,923 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $428K as of Q2 2026.
Fifth Third Wealth Advisors bought 648 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $27K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #550 holding.
Fifth Third Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Fifth Third Wealth Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $442K in Q1 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.