Flow Traders U.S.’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Flow Traders U.S.’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	$1.32M	Buy	+30,524	New	+$1.27M	0.05%	342
2024 Q4	–	Sell	-39,697	Closed	-$1.44M	–	1264
2024 Q3	$1.44M	Buy	+39,697	New	+$1.39M	0.07%	291
2024 Q2	–	Sell	-28,551	Closed	-$994K	–	1055
2024 Q1	$994K	Buy	28,551 +5,413	+23%	+$177K	0.05%	327
2023 Q4	$758K	Buy	+23,138	New	+$675K	0.02%	413
2022 Q2	–	Sell	-20,689	Closed	-$577K	–	1002
2022 Q1	$577K	Buy	+20,689	New	+$597K	0.02%	510

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

Flow Traders U.S.'s SDVY Position: Q2 2026 in Review

Flow Traders U.S. opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 30,524 shares worth $1.32M. The stake represents 0.05% of the portfolio and ranks #342 among its holdings. This is a return to the name: Flow Traders U.S. previously reported a position in SDVY as recently as Q3 2024.

Flow Traders U.S. first reported a position in SDVY in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.44M in Q3 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Flow Traders U.S. held 30,524 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.32M as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Flow Traders U.S. position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Flow Traders U.S.'s portfolio in Q2 2026, its #342 holding.
Flow Traders U.S. first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 5 quarters since.
Flow Traders U.S.'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.44M in Q3 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Flow Traders U.S.'s 13F filing for Q2 2026, filed 14 Aug 2026.