First Horizon Advisors’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
2025
Q2
$11.4M Buy
323,576
+17,181
+6% +$576K 0.3% 103
2025
Q1
$10.3M Buy
306,395
+30,861
+11% +$1.1M 0.29% 106
2024
Q4
$9.88M Buy
275,534
+82,860
+43% +$3.1M 0.28% 109
2024
Q3
$7.01M Buy
192,674
+30,008
+18% +$1.05M 0.19% 129
2024
Q2
$5.43M Buy
+162,666
New +$5.48M 0.17% 139

Other funds holding SDVY

First Horizon Advisors's SDVY Position: Q2 2025 in Review

First Horizon Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.6% in Q2 2025, buying an estimated $576K and bringing the position to 323,576 shares worth $11.4M. The position accounts for 0.3% of the portfolio, ranked #103.

First Horizon Advisors first reported a position in SDVY in Q2 2024 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • First Horizon Advisors held 323,576 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $11.4M as of Q2 2025.
  • First Horizon Advisors bought 17,181 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $576K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.3% of First Horizon Advisors's portfolio in Q2 2025, its #103 holding.
  • First Horizon Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 5 quarters since.
  • 473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.