Key Client Fiduciary Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Key Client Fiduciary Advisors’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	$6.82M	Sell	158,158 -3,029	-2%	-$126K	1.97%	12
2026 Q1	$6.36M	Buy	161,187 +4,749	+3%	+$193K	2.16%	12
2025 Q4	$5.99M	Sell	156,438 -253	-0.2%	-$9.61K	2.04%	12
2025 Q3	$5.96M	Buy	156,691 +1,710	+1%	+$63.4K	1.97%	11
2025 Q2	$5.47M	Buy	154,981 +20,703	+15%	+$695K	2.21%	9
2025 Q1	$4.5M	Buy	134,278 +109,976	+453%	+$3.92M	2.05%	9
2024 Q4	$871K	Sell	24,302 -665	-3%	-$24.9K	0.38%	60
2024 Q3	$908K	Buy	24,967 +4,815	+24%	+$168K	0.41%	58
2024 Q2	$673K	Buy	20,152 +5,924	+42%	+$199K	0.33%	68
2024 Q1	$495K	Buy	14,228 +3,065	+27%	+$100K	0.26%	94
2023 Q4	$366K	Sell	11,163 -1,400	-11%	-$40.9K	0.21%	117
2023 Q3	$355K	Sell	12,563 -1,700	-12%	-$49.6K	0.22%	113
2023 Q2	$404K	Sell	14,263 -1,665	-10%	-$44.2K	0.24%	103
2023 Q1	$424K	Sell	15,928 -2,870	-15%	-$79.6K	0.26%	88
2022 Q4	$490K	Buy	18,798 +80	+0.4%	+$2.08K	0.33%	70
2022 Q3	$433K	Sell	18,718 -240	-1%	-$6.11K	0.39%	52
2022 Q2	$453K	Buy	18,958 +3,970	+26%	+$104K	0.44%	50
2022 Q1	$418K	Buy	+14,988	New	+$433K	0.33%	73

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

Key Client Fiduciary Advisors's SDVY Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q2 2026, selling an estimated $126K and leaving 158,158 shares worth $6.82M. The position accounts for 1.97% of the portfolio, ranked #12.

Key Client Fiduciary Advisors first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Key Client Fiduciary Advisors held 158,158 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.82M as of Q2 2026.
Key Client Fiduciary Advisors sold 3,029 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $126K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.97% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #12 holding.
Key Client Fiduciary Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.