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

Investment Partners’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	$1.05M	Buy	24,366 +237	+1%	+$9.89K	0.33%	71
2026 Q1	$951K	Buy	24,129 +25	+0.1%	+$1.01K	0.34%	68
2025 Q4	$924K	Buy	24,104 +33	+0.1%	+$1.25K	0.32%	71
2025 Q3	$915K	Buy	24,071 +25	+0.1%	+$927	0.32%	69
2025 Q2	$848K	Buy	24,046 +32	+0.1%	+$1.07K	0.32%	69
2025 Q1	$804K	Buy	24,014 +17	+0.1%	+$606	0.33%	73
2024 Q4	$860K	Buy	23,997 +78	+0.3%	+$2.92K	0.35%	70
2024 Q3	$870K	Buy	23,919 +37	+0.2%	+$1.29K	0.36%	68
2024 Q2	$797K	Buy	23,882 +2,611	+12%	+$87.9K	0.36%	70
2024 Q1	$741K	Buy	21,271 +315	+2%	+$10.3K	0.34%	76
2023 Q4	$687K	Buy	20,956 +222	+1%	+$6.48K	0.34%	76
2023 Q3	$585K	Buy	20,734 +540	+3%	+$15.8K	0.31%	81
2023 Q2	$572K	Buy	20,194 +12	+0.1%	+$318	0.3%	82
2023 Q1	$538K	Buy	+20,182	New	+$560K	0.28%	88

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

Investment Partners's SDVY Position: Q2 2026 in Review

Investment Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.98% in Q2 2026, buying an estimated $9.89K and bringing the position to 24,366 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #71.

Investment Partners first reported a position in SDVY in Q1 2023 and has held it in 14 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Investment Partners held 24,366 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.05M as of Q2 2026.
Investment Partners bought 237 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $9.89K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.33% of Investment Partners's portfolio in Q2 2026, its #71 holding.
Investment Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.