Jacobi Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Jacobi Capital 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	$2.71M	Buy	62,774 +7,293	+13%	+$304K	0.13%	146
2026 Q1	$2.19M	Buy	55,481 +1,907	+4%	+$77.5K	0.12%	157
2025 Q4	$2.05M	Buy	53,574 +3,892	+8%	+$148K	0.12%	166
2025 Q3	$1.89M	Buy	49,682 +1,242	+3%	+$46.1K	0.12%	178
2025 Q2	$1.71M	Buy	48,440 +16,515	+52%	+$554K	0.11%	180
2025 Q1	$1.07M	Buy	31,925 +23,668	+287%	+$844K	0.08%	240
2024 Q4	$296K	Buy	8,257 +41	+0.5%	+$1.53K	0.02%	472
2024 Q3	$299K	Buy	8,216 +1,092	+15%	+$38.1K	0.02%	456
2024 Q2	$238K	Buy	+7,124	New	+$240K	0.02%	465

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

Jacobi Capital Management's SDVY Position: Q2 2026 in Review

Jacobi Capital Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 13% in Q2 2026, buying an estimated $304K and bringing the position to 62,774 shares worth $2.71M. The position accounts for 0.13% of the portfolio, ranked #146.

Jacobi Capital Management first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Jacobi Capital Management held 62,774 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.71M as of Q2 2026.
Jacobi Capital Management bought 7,293 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $304K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.13% of Jacobi Capital Management's portfolio in Q2 2026, its #146 holding.
Jacobi Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.