International Assets Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

International Assets Investment Management’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	$2.32M	Buy	53,731 +6,774	+14%	+$283K	0.14%	138
2026 Q1	$1.87M	Sell	46,957 -436	-0.9%	-$17.7K	0.13%	149
2025 Q4	$1.82M	Sell	47,393 -2,460	-5%	-$93.4K	0.12%	141
2025 Q3	$1.79M	Hold	49,853	–	–	0.14%	126
2025 Q2	$1.76M	Buy	49,853 +908	+2%	+$30.5K	0.14%	129
2025 Q1	$1.64M	Buy	48,945 +1,977	+4%	+$70.5K	0.14%	135
2024 Q4	$1.68M	Buy	+46,968	New	+$1.76M	0.14%	131
2024 Q3	–	Sell	-32,622	Closed	-$1.09M	–	2511
2024 Q2	$1.09M	Buy	32,622 +2,289	+8%	+$77.1K	0.1%	184
2024 Q1	$1.05M	Buy	30,333 +12,237	+68%	+$399K	0.11%	198
2023 Q4	$593K	Buy	18,096 +184	+1%	+$5.37K	0.08%	292
2023 Q3	$503K	Buy	+17,912	New	+$523K	0.07%	268
2023 Q2	–	Sell	-21,094	Closed	-$563K	–	877
2023 Q1	$563K	Sell	21,094 -3,691	-15%	-$102K	0.08%	241
2022 Q4	$647K	Buy	24,785 +4,170	+20%	+$108K	0.07%	290
2022 Q3	$478K	Buy	+20,615	New	+$524K	0.1%	204
2022 Q2	–	Sell	-24,080	Closed	-$680K	–	541
2022 Q1	$680K	Buy	24,080 +1,166	+5%	+$33.7K	0.12%	179
2021 Q4	$704K	Buy	22,914 +4,325	+23%	+$129K	0.12%	190
2021 Q3	$535K	Buy	18,589 +8,750	+89%	+$253K	0.1%	231
2021 Q2	$296K	Buy	+9,839	New	+$290K	0.05%	335

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

International Assets Investment Management's SDVY Position: Q2 2026 in Review

International Assets Investment Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 14% in Q2 2026, buying an estimated $283K and bringing the position to 53,731 shares worth $2.32M. The position accounts for 0.14% of the portfolio, ranked #138.

International Assets Investment Management first reported a position in SDVY in Q2 2021 and has held it in 18 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

International Assets Investment Management held 53,731 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.32M as of Q2 2026.
International Assets Investment Management bought 6,774 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $283K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of International Assets Investment Management's portfolio in Q2 2026, its #138 holding.
International Assets Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 18 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.