Fisher Asset Management
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Fisher Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Fisher Asset Management’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 		– Sell
-10,236
Closed -$404K – 1117
2026
Q1 		$404K Buy
+10,236
New +$416K ﹤0.01% 833

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Fisher Asset Management's SDVY Position: Q2 2026 in Review

Fisher Asset Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 10,236 shares — an estimated $404K sold.

Fisher Asset Management first reported a position in SDVY in Q1 2026 and held it in 1 quarter. The position peaked at $404K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Fisher Asset Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Fisher Asset Management sold 10,236 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $404K.
  • Fisher Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and held it in 1 quarter.
  • Fisher Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $404K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.