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Harbor Investment Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Harbor Investment Advisory’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 		$27.4K Hold
635
– – ﹤0.01% 881
2026
Q1 		$25K Sell
635
-885
-58% -$35.9K ﹤0.01% 745
2025
Q4 		$58.2K Hold
1,520
– – ﹤0.01% 630
2025
Q3 		$57.8K Sell
1,520
-90
-6% -$3.34K ﹤0.01% 613
2025
Q2 		$56.8K Hold
1,610
– – 0.01% 598
2025
Q1 		$53.9K Buy
1,610
+450
+39% +$16.1K 0.01% 593
2024
Q4 		$41.6K Hold
1,160
– – ﹤0.01% 634
2024
Q3 		$42.2K Hold
1,160
– – ﹤0.01% 626
2024
Q2 		$38.7K Hold
1,160
– – ﹤0.01% 628
2024
Q1 		$40.4K Buy
1,160
+190
+20% +$6.2K ﹤0.01% 623
2023
Q4 		$31.8K Buy
970
+535
+123% +$15.6K ﹤0.01% 642
2023
Q3 		$12.3K Hold
435
– – ﹤0.01% 781
2023
Q2 		$12.3K Hold
435
– – ﹤0.01% 987
2023
Q1 		$11.6K Buy
+435
New +$12.1K ﹤0.01% 1007

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbor Investment Advisory's SDVY Position: Q2 2026 in Review

Harbor Investment Advisory held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 635 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Harbor Investment Advisory first reported a position in SDVY in Q1 2023 and has held it in 14 quarters since. The position peaked at $58.2K in Q4 2025. 393 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Harbor Investment Advisory held 635 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $27.4K as of Q2 2026.
  • Harbor Investment Advisory left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #881 holding.
  • Harbor Investment Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
  • Harbor Investment Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $58.2K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.