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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jones Financial Companies's SDVY Position: Q1 2026 in Review

Jones Financial Companies increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 36% in Q1 2026, buying an estimated $16.1M and bringing the position to 1,505,526 shares worth $58.3M. The position accounts for 0.03% of the portfolio, ranked #304.

Jones Financial Companies first reported a position in SDVY in Q3 2024 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Jones Financial Companies held 1,505,526 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $58.3M as of Q1 2026.
Jones Financial Companies bought 396,268 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $16.1M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Jones Financial Companies's portfolio in Q1 2026, its #304 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 7 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.