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Integrated Wealth Concepts’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Integrated Wealth Concepts’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 		$27.5M Sell
636,990
-16,441
-3% -$686K 0.18% 116
2026
Q1 		$25.8M Buy
653,431
+134,915
+26% +$5.48M 0.21% 102
2025
Q4 		$19.9M Sell
518,516
-166,353
-24% -$6.32M 0.24% 95
2025
Q3 		$26M Buy
684,869
+33,981
+5% +$1.26M 0.23% 94
2025
Q2 		$23M Sell
650,888
-22,227
-3% -$746K 0.23% 95
2025
Q1 		$22.5M Sell
673,115
-18,296
-3% -$653K 0.26% 85
2024
Q4 		$24.8M Buy
691,411
+132,886
+24% +$4.97M 0.29% 78
2024
Q3 		$20.3M Buy
558,525
+5,389
+1% +$188K 0.25% 91
2024
Q2 		$18.5M Buy
553,136
+229,269
+71% +$7.72M 0.25% 91
2024
Q1 		$11.3M Buy
323,867
+94,555
+41% +$3.09M 0.16% 146
2023
Q4 		$7.51M Buy
229,312
+46,591
+25% +$1.36M 0.12% 183
2023
Q3 		$5.16M Buy
182,721
+41,860
+30% +$1.22M 0.09% 223
2023
Q2 		$3.99M Buy
140,861
+21,094
+18% +$560K 0.07% 268
2023
Q1 		$3.19M Buy
119,767
+49,229
+70% +$1.37M 0.07% 273
2022
Q4 		$1.84M Buy
70,538
+11,694
+20% +$304K 0.05% 338
2022
Q3 		$1.36M Sell
58,844
-35,196
-37% -$895K 0.04% 353
2022
Q2 		$2.25M Buy
94,040
+9,099
+11% +$238K 0.07% 256
2022
Q1 		$2.37M Buy
+84,941
New +$2.45M 0.07% 224

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

Integrated Wealth Concepts's SDVY Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.5% in Q2 2026, selling an estimated $686K and leaving 636,990 shares worth $27.5M. The position accounts for 0.18% of the portfolio, ranked #116.

Integrated Wealth Concepts first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Integrated Wealth Concepts held 636,990 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $27.5M as of Q2 2026.
  • Integrated Wealth Concepts sold 16,441 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $686K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.18% of Integrated Wealth Concepts's portfolio in Q2 2026, its #116 holding.
  • Integrated Wealth Concepts first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.