Key Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Key Capital Management’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	$6.03K	Sell	140 -82	-37%	-$3.42K	﹤0.01%	400
2026 Q1	$8.73K	Buy	+222	New	+$9.02K	0.01%	329

Other funds holding SDVY

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Key Capital Management's SDVY Position: Q2 2026 in Review

Key Capital Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 37% in Q2 2026, selling an estimated $3.42K and leaving 140 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Key Capital Management first reported a position in SDVY in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.73K in Q1 2026. 353 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Key Capital Management held 140 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.03K as of Q2 2026.
Key Capital Management sold 82 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.42K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #400 holding.
Key Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
Key Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $8.73K in Q1 2026.
353 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.