John Overdeck’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

John Overdeck’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	$2.08M	Sell	48,200 -31,400	-39%	-$1.31M	﹤0.01%	2963
2026 Q1	$3.14M	Buy	+79,600	New	+$3.23M	﹤0.01%	2407
2025 Q4	–	Sell	-295,500	Closed	-$11.2M	–	4380
2025 Q3	$11.2M	Buy	295,500 +262,600	+798%	+$9.74M	0.02%	901
2025 Q2	$1.16M	Buy	+32,900	New	+$1.1M	﹤0.01%	2156

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

John Overdeck's SDVY Position: Q2 2026 in Review

John Overdeck reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 39% in Q2 2026, selling an estimated $1.31M and leaving 48,200 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

John Overdeck first reported a position in SDVY in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.2M in Q3 2025. 576 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

John Overdeck held 48,200 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.08M as of Q2 2026.
John Overdeck sold 31,400 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.31M.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2963 holding.
John Overdeck first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 4 quarters since.
John Overdeck's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $11.2M in Q3 2025.
576 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.