Harbour Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Harbour Investments’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	$173M	Buy	4,017,829 +187,438	+5%	+$7.82M	2.33%	3
2026 Q1	$151M	Buy	3,830,391 +1,114,597	+41%	+$45.3M	2.33%	3
2025 Q4	$104M	Sell	2,715,794 -204,875	-7%	-$7.78M	2.11%	3
2025 Q3	$111M	Buy	2,920,669 +85,027	+3%	+$3.15M	2.52%	3
2025 Q2	$100M	Buy	2,835,642 +2,340,638	+473%	+$78.5M	2.53%	3
2025 Q1	$16.6M	Sell	495,004 -106,106	-18%	-$3.79M	0.47%	34
2024 Q4	$21.5M	Buy	601,110 +102,004	+20%	+$3.82M	0.62%	27
2024 Q3	$18.2M	Buy	499,106 +153,196	+44%	+$5.35M	0.55%	33
2024 Q2	$11.5M	Buy	345,910 +25,260	+8%	+$850K	0.39%	40
2024 Q1	$11.2M	Buy	320,650 +131,042	+69%	+$4.28M	0.4%	40
2023 Q4	$6.21M	Buy	189,608 +86,482	+84%	+$2.52M	0.26%	66
2023 Q3	$2.91M	Buy	103,126 +18,923	+22%	+$552K	0.15%	139
2023 Q2	$2.38M	Sell	84,203 -77,706	-48%	-$2.06M	0.12%	167
2023 Q1	$4.31M	Buy	161,909 +6,865	+4%	+$190K	0.24%	72
2022 Q4	$4.04M	Buy	155,044 +59,728	+63%	+$1.55M	0.25%	68
2022 Q3	$2.28M	Hold	95,316	–	–	0.15%	123
2022 Q2	$2.28M	Buy	+95,316	New	+$2.5M	0.15%	123
2021 Q4	$3.16M	Buy	104,137 +8,830	+9%	+$263K	0.19%	109
2021 Q3	$2.69M	Buy	95,307 +30,221	+46%	+$875K	0.09%	210
2021 Q2	$1.89M	Buy	65,086 +48,646	+296%	+$1.43M	0.06%	292
2021 Q1	$467K	Buy	+16,440	New	+$437K	0.02%	630

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Harbour Investments's SDVY Position: Q2 2026 in Review

Harbour Investments increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.9% in Q2 2026, buying an estimated $7.82M and bringing the position to 4,017,829 shares worth $173M. The position accounts for 2.33% of the portfolio, ranked #3.

Harbour Investments first reported a position in SDVY in Q1 2021 and has held it in 21 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Harbour Investments held 4,017,829 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $173M as of Q2 2026.
Harbour Investments bought 187,438 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.82M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 2.33% of Harbour Investments's portfolio in Q2 2026, its #3 holding.
Harbour Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 21 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.