Kestra Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Kestra Advisory Services’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 Q3	$65.8M	Sell	1,620,863 -80,662	-5%	-$3.48M	0.19%	109
2026 Q2	$73.4M	Buy	1,701,525 +41,837	+3%	+$1.75M	0.24%	76
2026 Q1	$65.4M	Buy	1,659,688 +87,259	+6%	+$3.54M	0.25%	72
2025 Q4	$60.3M	Buy	1,572,429 +173,375	+12%	+$6.58M	0.25%	67
2025 Q3	$53.2M	Buy	1,399,054 +93,153	+7%	+$3.46M	0.24%	73
2025 Q2	$46.1M	Buy	1,305,901 +36,787	+3%	+$1.23M	0.22%	76
2025 Q1	$42.5M	Buy	1,269,114 +204,462	+19%	+$7.29M	0.21%	73
2024 Q4	$38.2M	Buy	1,064,652 +98,942	+10%	+$3.7M	0.21%	92
2024 Q3	$35.1M	Buy	965,710 +92,568	+11%	+$3.23M	0.19%	106
2024 Q2	$29.1M	Buy	873,142 +109,032	+14%	+$3.67M	0.16%	132
2024 Q1	$26.6M	Buy	764,110 +252,523	+49%	+$8.24M	0.18%	116
2023 Q4	$16.8M	Buy	511,587 +335,725	+191%	+$9.8M	0.14%	149
2023 Q3	$4.96M	Sell	175,862 -1,132	-0.6%	-$33K	0.05%	389
2023 Q2	$5.01M	Sell	176,994 -101,753	-37%	-$2.7M	0.05%	369
2023 Q1	$7.43M	Buy	278,747 +89,218	+47%	+$2.47M	0.08%	261
2022 Q4	$4.94M	Sell	189,529 -106,760	-36%	-$2.77M	0.04%	442
2022 Q3	$6.85M	Buy	296,289 +3,995	+1%	+$102K	0.07%	292
2022 Q2	$6.98M	Sell	292,294 -144,145	-33%	-$3.77M	0.07%	288
2022 Q1	$12.2M	Buy	436,439 +216,186	+98%	+$6.24M	0.13%	181
2021 Q4	$6.68M	Buy	220,253 +59,560	+37%	+$1.77M	0.07%	302
2021 Q3	$4.54M	Buy	160,693 +122,083	+316%	+$3.53M	0.05%	422
2021 Q2	$1.12M	Buy	+38,610	New	+$1.14M	0.01%	886

Other funds holding SDVY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services's SDVY Position: Q3 2026 in Review

Kestra Advisory Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.7% in Q3 2026, selling an estimated $3.48M and leaving 1,620,863 shares worth $65.8M. The position accounts for 0.19% of the portfolio, ranked #109.

Kestra Advisory Services first reported a position in SDVY in Q2 2021 and has held it in 22 quarters since. The position peaked at $73.4M in Q2 2026. 252 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Kestra Advisory Services held 1,620,863 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $65.8M as of Q3 2026.
Kestra Advisory Services sold 80,662 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $3.48M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.19% of Kestra Advisory Services's portfolio in Q3 2026, its #109 holding.
Kestra Advisory Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 22 quarters since.
Kestra Advisory Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $73.4M in Q2 2026.
252 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.