Keel Point’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Keel Point’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	$2.58M	Buy	59,774 +4,381	+8%	+$183K	0.15%	92
2026 Q1	$2.18M	Buy	55,393 +1,537	+3%	+$62.4K	0.14%	100
2025 Q4	$2.06M	Buy	53,856 +968	+2%	+$36.8K	0.12%	114
2025 Q3	$2.01M	Buy	52,888 +2,818	+6%	+$105K	0.12%	114
2025 Q2	$1.77M	Sell	50,070 -3,664	-7%	-$123K	0.12%	125
2025 Q1	$1.8M	Buy	53,734 +1,614	+3%	+$57.6K	0.14%	102
2024 Q4	$1.87M	Buy	52,120 +4,623	+10%	+$173K	0.15%	98
2024 Q3	$1.73M	Buy	47,497 +1,056	+2%	+$36.9K	0.14%	108
2024 Q2	$1.58M	Buy	+46,441	New	+$1.56M	0.14%	110

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

Keel Point's SDVY Position: Q2 2026 in Review

Keel Point increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.9% in Q2 2026, buying an estimated $183K and bringing the position to 59,774 shares worth $2.58M. The position accounts for 0.15% of the portfolio, ranked #92.

Keel Point first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Keel Point held 59,774 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.58M as of Q2 2026.
Keel Point bought 4,381 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $183K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Keel Point's portfolio in Q2 2026, its #92 holding.
Keel Point first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.