Jones Financial Companies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Jones Financial Companies’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	$79.2M	Buy	1,839,434 +333,908	+22%	+$13.9M	0.03%	295
2026 Q1	$58.3M	Buy	1,505,526 +396,268	+36%	+$16.1M	0.03%	304
2025 Q4	$42.5M	Buy	1,109,258 +255,080	+30%	+$9.68M	0.03%	200
2025 Q3	$32.6M	Buy	854,178 +186,276	+28%	+$6.91M	0.02%	216
2025 Q2	$23.6M	Buy	667,902 +192,717	+41%	+$6.47M	0.02%	231
2025 Q1	$15.9M	Buy	475,185 +225,949	+91%	+$8.06M	0.01%	242
2024 Q4	$8.94M	Buy	249,236 +168,064	+207%	+$6.29M	0.01%	278
2024 Q3	$2.94M	Buy	+81,172	New	+$2.83M	﹤0.01%	374

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

Jones Financial Companies's SDVY Position: Q2 2026 in Review

Jones Financial Companies increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 22% in Q2 2026, buying an estimated $13.9M and bringing the position to 1,839,434 shares worth $79.2M. The position accounts for 0.03% of the portfolio, ranked #295.

Jones Financial Companies first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Jones Financial Companies held 1,839,434 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $79.2M as of Q2 2026.
Jones Financial Companies bought 333,908 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13.9M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #295 holding.
Jones Financial Companies first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.