HighTower Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

HighTower Advisors’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	$137M	Buy	3,164,660 +190,700	+6%	+$7.96M	0.13%	158
2026 Q1	$117M	Sell	2,973,960 -331,828	-10%	-$13.5M	0.12%	171
2025 Q4	$127M	Buy	3,305,788 +178,736	+6%	+$6.79M	0.14%	151
2025 Q3	$119M	Buy	3,127,052 +528,572	+20%	+$19.6M	0.14%	156
2025 Q2	$91.7M	Buy	2,598,480 +61,604	+2%	+$2.07M	0.11%	185
2025 Q1	$85M	Buy	2,536,876 +138,449	+6%	+$4.94M	0.12%	191
2024 Q4	$86M	Buy	2,398,427 +1,059,353	+79%	+$39.6M	0.12%	181
2024 Q3	$48.7M	Buy	1,339,074 +319,226	+31%	+$11.1M	0.07%	281
2024 Q2	$34M	Buy	1,019,848 +356,396	+54%	+$12M	0.05%	349
2024 Q1	$23.1M	Buy	663,452 +283,086	+74%	+$9.24M	0.04%	431
2023 Q4	$12.5M	Buy	380,366 +177,397	+87%	+$5.18M	0.02%	619
2023 Q3	$5.72M	Buy	202,969 +167,505	+472%	+$4.89M	0.01%	873
2023 Q2	$999K	Buy	35,464 +4,181	+13%	+$111K	﹤0.01%	1757
2023 Q1	$837K	Buy	31,283 +3,618	+13%	+$100K	﹤0.01%	1781
2022 Q4	$720K	Buy	27,665 +12,424	+82%	+$323K	﹤0.01%	1868
2022 Q3	$353K	Buy	15,241 +3,257	+27%	+$82.9K	﹤0.01%	2244
2022 Q2	$285K	Buy	11,984 +118	+1%	+$3.09K	﹤0.01%	2399
2022 Q1	$329K	Buy	+11,866	New	+$343K	﹤0.01%	2456

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

HighTower Advisors's SDVY Position: Q2 2026 in Review

HighTower Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.4% in Q2 2026, buying an estimated $7.96M and bringing the position to 3,164,660 shares worth $137M. The position accounts for 0.13% of the portfolio, ranked #158.

HighTower Advisors first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

HighTower Advisors held 3,164,660 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $137M as of Q2 2026.
HighTower Advisors bought 190,700 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.96M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.13% of HighTower Advisors's portfolio in Q2 2026, its #158 holding.
HighTower Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.