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

Kestra Private Wealth 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 Q2	$12.5M	Sell	289,358 -9,899	-3%	-$413K	0.14%	162
2026 Q1	$11.8M	Sell	299,257 -2,744	-0.9%	-$111K	0.15%	154
2025 Q4	$11.6M	Buy	302,001 +13,394	+5%	+$509K	0.14%	155
2025 Q3	$11M	Buy	288,607 +1,042	+0.4%	+$38.7K	0.14%	163
2025 Q2	$10.1M	Sell	287,565 -12,613	-4%	-$423K	0.15%	162
2025 Q1	$10.1M	Sell	300,178 -23,427	-7%	-$836K	0.17%	141
2024 Q4	$11.6M	Sell	323,605 -86,773	-21%	-$3.25M	0.2%	116
2024 Q3	$14.9M	Sell	410,378 -81,771	-17%	-$2.85M	0.27%	77
2024 Q2	$16.4M	Sell	492,149 -6,076	-1%	-$205K	0.33%	63
2024 Q1	$17.3M	Buy	498,225 +248,150	+99%	+$8.1M	0.39%	54
2023 Q4	$8.19M	Sell	250,075 -39,229	-14%	-$1.14M	0.21%	120
2023 Q3	$8.17M	Buy	289,304 +23,200	+9%	+$677K	0.26%	96
2023 Q2	$7.53M	Sell	266,104 -879	-0.3%	-$23.3K	0.26%	100
2023 Q1	$7.12M	Buy	266,983 +38,953	+17%	+$1.08M	0.28%	97
2022 Q4	$5.94M	Buy	228,030 +59,548	+35%	+$1.55M	0.3%	91
2022 Q3	$3.9M	Buy	168,482 +661	+0.4%	+$16.8K	0.23%	111
2022 Q2	$4.01M	Buy	167,821 +7,762	+5%	+$203K	0.23%	113
2022 Q1	$4.46M	Buy	160,059 +143,949	+894%	+$4.16M	0.22%	108
2021 Q4	$488K	Buy	+16,110	New	+$480K	0.02%	600

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

Kestra Private Wealth Services's SDVY Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.3% in Q2 2026, selling an estimated $413K and leaving 289,358 shares worth $12.5M. The position accounts for 0.14% of the portfolio, ranked #162.

Kestra Private Wealth Services first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.3M in Q1 2024. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Kestra Private Wealth Services held 289,358 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $12.5M as of Q2 2026.
Kestra Private Wealth Services sold 9,899 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $413K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Kestra Private Wealth Services's portfolio in Q2 2026, its #162 holding.
Kestra Private Wealth Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
Kestra Private Wealth Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $17.3M in Q1 2024.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.