LaSalle St. Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

LaSalle St. Investment 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	$408K	Buy	9,468 +68	+0.7%	+$2.84K	0.05%	262
2026 Q1	$371K	Buy	9,400 +42	+0.4%	+$1.71K	0.05%	259
2025 Q4	$358K	Buy	9,358 +748	+9%	+$28.4K	0.06%	246
2025 Q3	$327K	Buy	8,610 +407	+5%	+$15.1K	0.06%	240
2025 Q2	$289K	Buy	8,203 +846	+11%	+$28.4K	0.08%	238
2025 Q1	$246K	Buy	7,357 +15	+0.2%	+$535	0.06%	261
2024 Q4	$263K	Buy	7,342 +1,101	+18%	+$41.2K	0.08%	217
2024 Q3	$227K	Buy	+6,241	New	+$218K	0.09%	186

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

LaSalle St. Investment Advisors's SDVY Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.72% in Q2 2026, buying an estimated $2.84K and bringing the position to 9,468 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #262.

LaSalle St. Investment Advisors first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

LaSalle St. Investment Advisors held 9,468 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $408K as of Q2 2026.
LaSalle St. Investment Advisors bought 68 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.84K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #262 holding.
LaSalle St. Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.