Janney Montgomery Scott
SDVY icon

Janney Montgomery Scott’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Janney Montgomery Scott’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 		$40.7M Buy
944,146
+32,466
+4% +$1.35M 0.08% 253
2026
Q1 		$35.9M Buy
911,680
+74,375
+9% +$3.02M 0.09% 226
2025
Q4 		$32.1M Buy
837,305
+88,761
+12% +$3.37M 0.07% 256
2025
Q3 		$28.5M Sell
748,544
-30,525
-4% -$1.13M 0.07% 275
2025
Q2 		$27.5M Buy
779,069
+14,658
+2% +$492K 0.07% 261
2025
Q1 		$25.6M Buy
764,411
+51,113
+7% +$1.82M 0.07% 268
2024
Q4 		$25.6M Buy
713,298
+227,413
+47% +$8.51M 0.07% 273
2024
Q3 		$17.7M Buy
485,885
+152,968
+46% +$5.34M 0.05% 374
2024
Q2 		$11.1M Buy
332,917
+63,049
+23% +$2.12M 0.03% 470
2024
Q1 		$9.4M Buy
269,868
+26,042
+11% +$850K 0.03% 550
2023
Q4 		$7.99M Buy
243,826
+26,080
+12% +$761K 0.03% 572
2023
Q3 		$6.15M Buy
217,746
+5,562
+3% +$162K 0.02% 601
2023
Q2 		$6.01M Buy
212,184
+3,403
+2% +$90.3K 0.02% 629
2023
Q1 		$5.56M Buy
208,781
+22,296
+12% +$618K 0.02% 608
2022
Q4 		$4.86M Sell
186,485
-2,659
-1% -$69K 0.02% 685
2022
Q3 		$4.38M Sell
189,144
-15,756
-8% -$401K 0.02% 678
2022
Q2 		$4.98M Buy
204,900
+6,428
+3% +$168K 0.02% 607
2022
Q1 		$5.53M Buy
198,472
+180,239
+989% +$5.21M 0.02% 570
2021
Q4 		$553K Buy
18,233
+3,763
+26% +$112K ﹤0.01% 1655
2021
Q3 		$409K Buy
14,470
+6,405
+79% +$185K ﹤0.01% 1782
2021
Q2 		$235K Buy
+8,065
New +$238K ﹤0.01% 2053

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

Janney Montgomery Scott's SDVY Position: Q2 2026 in Review

Janney Montgomery Scott increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.6% in Q2 2026, buying an estimated $1.35M and bringing the position to 944,146 shares worth $40.7M. The position accounts for 0.08% of the portfolio, ranked #253.

Janney Montgomery Scott first reported a position in SDVY in Q2 2021 and has held it in 21 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Janney Montgomery Scott held 944,146 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $40.7M as of Q2 2026.
  • Janney Montgomery Scott bought 32,466 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.35M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Janney Montgomery Scott's portfolio in Q2 2026, its #253 holding.
  • Janney Montgomery Scott first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.