J.W. Cole Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

J.W. Cole 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	$14.3M	Sell	332,601 -1,319	-0.4%	-$55K	0.25%	76
2026 Q1	$13.2M	Buy	333,920 +11,930	+4%	+$485K	0.44%	43
2025 Q4	$11.9M	Buy	321,990 +14,750	+5%	+$560K	0.29%	64
2025 Q3	$11.7M	Buy	307,240 +10,035	+3%	+$372K	0.22%	87
2025 Q2	$10.5M	Buy	297,205 +7,693	+3%	+$258K	0.22%	89
2025 Q1	$9.7M	Buy	289,512 +112,056	+63%	+$4M	0.3%	59
2024 Q4	$6.36M	Sell	177,456 -27,202	-13%	-$1.02M	0.26%	83
2024 Q3	$7.45M	Buy	204,658 +19,324	+10%	+$675K	0.31%	63
2024 Q2	$6.19M	Buy	185,334 +36,942	+25%	+$1.24M	0.29%	68
2024 Q1	$5.17M	Buy	148,392 +21,210	+17%	+$692K	0.26%	84
2023 Q4	$4.17M	Buy	127,182 +65,425	+106%	+$1.91M	0.24%	92
2023 Q3	$1.74M	Buy	61,757 +1,748	+3%	+$51K	0.13%	175
2023 Q2	$1.7M	Buy	60,009 +3,907	+7%	+$104K	0.12%	189
2023 Q1	$1.5M	Buy	+56,102	New	+$1.56M	0.11%	219

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

J.W. Cole Advisors's SDVY Position: Q2 2026 in Review

J.W. Cole Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.4% in Q2 2026, selling an estimated $55K and leaving 332,601 shares worth $14.3M. The position accounts for 0.25% of the portfolio, ranked #76.

J.W. Cole Advisors first reported a position in SDVY in Q1 2023 and has held it in 14 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

J.W. Cole Advisors held 332,601 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $14.3M as of Q2 2026.
J.W. Cole Advisors sold 1,319 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $55K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.25% of J.W. Cole Advisors's portfolio in Q2 2026, its #76 holding.
J.W. Cole Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.