GRP
SDVY icon

Global Retirement Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Global Retirement Partners’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 		$4.74M Buy
+109,787
New +$4.58M 0.07% 245
2025
Q4 		$3.98M Sell
103,777
-6,583
-6% -$250K 0.07% 255
2025
Q3 		$4.2M Buy
110,360
+12,711
+13% +$472K 0.09% 194
2025
Q2 		$3.45M Buy
+97,649
New +$3.28M 0.09% 212
2024
Q4 		$2.24M Buy
62,360
+14,384
+30% +$538K 0.06% 279
2024
Q3 		$1.75M Buy
47,976
+21,819
+83% +$762K 0.05% 309
2024
Q2 		$873K Buy
26,157
+5,741
+28% +$193K 0.03% 453
2024
Q1 		$711K Buy
20,416
+1,167
+6% +$38.1K 0.03% 441
2023
Q4 		$605K Buy
19,249
+13,097
+213% +$382K 0.03% 450
2023
Q3 		$169K Sell
6,152
-1,953
-24% -$57K 0.01% 733
2023
Q2 		$229K Sell
8,105
-235
-3% -$6.23K 0.01% 643
2023
Q1 		$212K Buy
8,340
+606
+8% +$16.8K 0.01% 647
2022
Q4 		$201K Sell
7,734
-989
-11% -$25.7K 0.01% 592
2022
Q3 		$226K Buy
8,723
+2,327
+36% +$59.2K 0.02% 535
2022
Q2 		$153K Sell
6,396
-1,246
-16% -$32.6K 0.01% 627
2022
Q1 		$194K Buy
+7,642
New +$221K 0.02% 563

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

Global Retirement Partners's SDVY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 109,787 shares worth $4.74M. The stake represents 0.07% of the portfolio and ranks #245 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SDVY as recently as Q4 2025.

Global Retirement Partners first reported a position in SDVY in Q1 2022 and has held it in 16 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Global Retirement Partners held 109,787 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.74M as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of Global Retirement Partners's portfolio in Q2 2026, its #245 holding.
  • Global Retirement Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 16 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.