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

First Trust 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	$27.3M	Buy	634,332 +98,652	+18%	+$4.12M	0.02%	849
2026 Q1	$21.1M	Buy	535,680 +80,684	+18%	+$3.28M	0.02%	871
2025 Q4	$17.4M	Sell	454,996 -138,545	-23%	-$5.26M	0.01%	916
2025 Q3	$22.6M	Buy	593,541 +7,387	+1%	+$274K	0.02%	872
2025 Q2	$20.7M	Sell	586,154 -107,256	-15%	-$3.6M	0.02%	887
2025 Q1	$23.2M	Sell	693,410 -69,864	-9%	-$2.49M	0.02%	816
2024 Q4	$27.4M	Buy	763,274 +720,848	+1,699%	+$27M	0.02%	751
2024 Q3	$1.54M	Buy	+42,426	New	+$1.48M	﹤0.01%	1868

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

First Trust Advisors's SDVY Position: Q2 2026 in Review

First Trust Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 18% in Q2 2026, buying an estimated $4.12M and bringing the position to 634,332 shares worth $27.3M. The position accounts for 0.02% of the portfolio, ranked #849.

First Trust Advisors first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.4M in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

First Trust Advisors held 634,332 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $27.3M as of Q2 2026.
First Trust Advisors bought 98,652 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.12M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of First Trust Advisors's portfolio in Q2 2026, its #849 holding.
First Trust Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
First Trust Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $27.4M 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 First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.