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

Gallagher Fiduciary 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	$8.61M	Sell	199,688 -2,346	-1%	-$97.9K	0.28%	32
2026 Q1	$7.97M	Sell	202,034 -2,760	-1%	-$112K	0.31%	20
2025 Q4	$7.85M	Sell	204,794 -2,683	-1%	-$102K	0.25%	31
2025 Q3	$7.89M	Buy	207,477 +360	+0.2%	+$13.4K	0.29%	28
2025 Q2	$7.31M	Buy	207,117 +6,054	+3%	+$203K	0.28%	24
2025 Q1	$6.74M	Buy	201,063 +7,197	+4%	+$257K	0.22%	32
2024 Q4	$6.95M	Buy	193,866 +7,271	+4%	+$272K	1.36%	18
2024 Q3	$6.79M	Buy	186,595 +4,387	+2%	+$153K	1.37%	17
2024 Q2	$6.08M	Buy	182,208 +349	+0.2%	+$11.8K	1.36%	16
2024 Q1	$6.33M	Buy	181,859 +30,000	+20%	+$979K	0.22%	22
2023 Q4	$4.98M	Buy	+151,859	New	+$4.43M	0.17%	23

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

Gallagher Fiduciary Advisors's SDVY Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.2% in Q2 2026, selling an estimated $97.9K and leaving 199,688 shares worth $8.61M. The position accounts for 0.28% of the portfolio, ranked #32.

Gallagher Fiduciary Advisors first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Gallagher Fiduciary Advisors held 199,688 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.61M as of Q2 2026.
Gallagher Fiduciary Advisors sold 2,346 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $97.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.28% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #32 holding.
Gallagher Fiduciary Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.