Jeff Yass’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Jeff Yass’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	$425K	Sell	9,858 -22,394	-69%	-$934K	﹤0.01%	10266
2026 Q1	$1.27M	Sell	32,252 -54,043	-63%	-$2.2M	﹤0.01%	7282
2025 Q4	$3.31M	Buy	86,295 +44,108	+105%	+$1.67M	﹤0.01%	4704
2025 Q3	$1.6M	Buy	42,187 +19,673	+87%	+$730K	﹤0.01%	6258
2025 Q2	$794K	Buy	22,514 +2,735	+14%	+$91.8K	﹤0.01%	8032
2025 Q1	$663K	Sell	19,779 -39,022	-66%	-$1.39M	﹤0.01%	8275
2024 Q4	$2.11M	Buy	+58,801	New	+$2.2M	﹤0.01%	5201
2024 Q3	–	Sell	-13,501	Closed	-$451K	–	12924
2024 Q2	$451K	Buy	13,501 +5,862	+77%	+$197K	﹤0.01%	8513
2024 Q1	$266K	Sell	7,639 -13,522	-64%	-$441K	﹤0.01%	9978
2023 Q4	$693K	Buy	21,161 +7,962	+60%	+$232K	﹤0.01%	7860
2023 Q3	$373K	Buy	13,199 +4,122	+45%	+$120K	﹤0.01%	8890
2023 Q2	$257K	Buy	+9,077	New	+$241K	﹤0.01%	9755
2023 Q1	–	Sell	-25,379	Closed	-$661K	–	13397
2022 Q4	$661K	Sell	25,379 -9,344	-27%	-$243K	﹤0.01%	7154
2022 Q3	$803K	Buy	34,723 +2,358	+7%	+$60K	﹤0.01%	7211
2022 Q2	$773K	Sell	32,365 -2,187	-6%	-$57.3K	﹤0.01%	7167
2022 Q1	$963K	Buy	34,552 +25,665	+289%	+$741K	﹤0.01%	7224
2021 Q4	$269K	Sell	8,887 -24,137	-73%	-$719K	﹤0.01%	10746
2021 Q3	$934K	Buy	+33,024	New	+$956K	﹤0.01%	7736
2020 Q3	–	Sell	-21,397	Closed	-$376K	–	11081
2020 Q2	$376K	Sell	21,397 -12,203	-36%	-$200K	﹤0.01%	7936
2020 Q1	$478K	Buy	+33,600	New	+$648K	﹤0.01%	7034
2019 Q1	–	Sell	-12,750	Closed	-$224K	–	9728
2018 Q4	$224K	Buy	+12,750	New	+$247K	﹤0.01%	7524

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

Jeff Yass's SDVY Position: Q2 2026 in Review

Jeff Yass reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 69% in Q2 2026, selling an estimated $934K and leaving 9,858 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #10266.

Jeff Yass first reported a position in SDVY in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.31M in Q4 2025. 576 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Jeff Yass held 9,858 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $425K as of Q2 2026.
Jeff Yass sold 22,394 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $934K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10266 holding.
Jeff Yass first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2018 and has held it in 21 quarters since.
Jeff Yass's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.31M in Q4 2025.
576 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.