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Gateway Investment Advisers’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Gateway Investment Advisers’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 		$204K Buy
+4,734
New +$198K ﹤0.01% 773

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Gateway Investment Advisers's SDVY Position: Q2 2026 in Review

Gateway Investment Advisers opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 4,734 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings.

182 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Gateway Investment Advisers held 4,734 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $204K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Gateway Investment Advisers position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #773 holding.
  • 182 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.