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Harvest Investment Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Harvest Investment Services’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 		$2.82M Buy
65,317
+4,707
+8% +$196K 0.44% 61
2026
Q1 		$2.39M Buy
60,610
+2,075
+4% +$84.3K 0.44% 63
2025
Q4 		$2.24M Sell
58,535
-10,366
-15% -$394K 0.42% 66
2025
Q3 		$2.62M Buy
68,901
+756
+1% +$28K 0.53% 59
2025
Q2 		$2.4M Buy
68,145
+1,649
+2% +$55.3K 0.54% 43
2025
Q1 		$2.23M Sell
66,496
-4,091
-6% -$146K 0.62% 33
2024
Q4 		$2.53M Buy
70,587
+1,710
+2% +$64K 0.62% 44
2024
Q3 		$2.51M Buy
68,877
+5,624
+9% +$196K 0.8% 32
2024
Q2 		$2.11M Sell
63,253
-1,173
-2% -$39.5K 0.84% 30
2024
Q1 		$2.24M Buy
64,426
+15,491
+32% +$506K 0.9% 31
2023
Q4 		$1.6M Sell
48,935
-3,299
-6% -$96.3K 0.74% 38
2023
Q3 		$1.47M Sell
52,234
-1,283
-2% -$37.5K 0.95% 29
2023
Q2 		$1.52M Sell
53,517
-470
-0.9% -$12.5K 0.86% 37
2023
Q1 		$1.44M Buy
53,987
+2,181
+4% +$60.5K 1.11% 28
2022
Q4 		$1.35M Buy
51,806
+4,648
+10% +$121K 1.44% 18
2022
Q3 		$1.09M Sell
47,158
-4,201
-8% -$107K 1.33% 22
2022
Q2 		$1.23M Buy
51,359
+1,911
+4% +$50K 0.94% 37
2022
Q1 		$1.38M Sell
49,448
-93
-0.2% -$2.69K 0.83% 34
2021
Q4 		$1.5M Buy
+49,541
New +$1.47M 0.63% 38

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

Harvest Investment Services's SDVY Position: Q2 2026 in Review

Harvest Investment Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.8% in Q2 2026, buying an estimated $196K and bringing the position to 65,317 shares worth $2.82M. The position accounts for 0.44% of the portfolio, ranked #61.

Harvest Investment Services first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Harvest Investment Services held 65,317 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.82M as of Q2 2026.
  • Harvest Investment Services bought 4,707 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $196K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.44% of Harvest Investment Services's portfolio in Q2 2026, its #61 holding.
  • Harvest Investment Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.