LPL Financial
SDVY icon

LPL Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

LPL Financial’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 		$1.12B Buy
26,039,851
+1,168,999
+5% +$48.8M 0.25% 73
2026
Q1 		$981M Sell
24,870,852
-21,317
-0.1% -$866K 0.26% 73
2025
Q4 		$954M Buy
24,892,169
+1,135,800
+5% +$43.1M 0.26% 76
2025
Q3 		$903M Buy
23,756,369
+219,937
+0.9% +$8.16M 0.26% 78
2025
Q2 		$830M Buy
23,536,432
+162,418
+0.7% +$5.45M 0.28% 72
2025
Q1 		$783M Buy
23,374,014
+1,438,128
+7% +$51.3M 0.3% 65
2024
Q4 		$786M Buy
21,935,886
+3,948,772
+22% +$148M 0.32% 67
2024
Q3 		$654M Buy
17,987,114
+2,628,717
+17% +$91.8M 0.29% 73
2024
Q2 		$513M Buy
15,358,397
+2,105,789
+16% +$70.9M 0.26% 84
2024
Q1 		$461M Buy
13,252,608
+4,159,143
+46% +$136M 0.25% 88
2023
Q4 		$298M Buy
9,093,465
+2,223,318
+32% +$64.9M 0.18% 111
2023
Q3 		$194M Buy
6,870,147
+935,420
+16% +$27.3M 0.14% 134
2023
Q2 		$168M Sell
5,934,727
-449,794
-7% -$11.9M 0.12% 153
2023
Q1 		$170M Buy
6,384,521
+687,510
+12% +$19.1M 0.13% 142
2022
Q4 		$148M Buy
5,697,011
+717,300
+14% +$18.6M 0.13% 159
2022
Q3 		$115M Buy
4,979,711
+566,742
+13% +$14.4M 0.11% 168
2022
Q2 		$105M Buy
4,412,969
+376,288
+9% +$9.85M 0.1% 192
2022
Q1 		$113M Buy
4,036,681
+1,707,692
+73% +$49.3M 0.1% 197
2021
Q4 		$70.6M Buy
2,328,989
+1,186,953
+104% +$35.3M 0.06% 293
2021
Q3 		$32.3M Buy
1,142,036
+600,170
+111% +$17.4M 0.03% 447
2021
Q2 		$15.8M Buy
541,866
+227,768
+73% +$6.72M 0.02% 682
2021
Q1 		$8.92M Buy
314,098
+301,959
+2,488% +$8.03M 0.01% 883
2020
Q4 		$288K Buy
+12,139
New +$264K ﹤0.01% 3230
2020
Q3 		– Sell
-12,013
Closed -$211K – 3617
2020
Q2 		$211K Sell
12,013
-2,445
-17% -$40K ﹤0.01% 3091
2020
Q1 		$206K Sell
14,458
-29,092
-67% -$561K ﹤0.01% 2789
2019
Q4 		$943K Buy
43,550
+8,130
+23% +$172K ﹤0.01% 1883
2019
Q3 		$719K Buy
35,420
+18,660
+111% +$375K ﹤0.01% 1976
2019
Q2 		$345K Buy
16,760
+1,345
+9% +$27.3K ﹤0.01% 2582
2019
Q1 		$307K Buy
15,415
+3,780
+32% +$74.2K ﹤0.01% 2612
2018
Q4 		$204K Buy
11,635
+1,015
+10% +$19.7K ﹤0.01% 2792
2018
Q3 		$226K Buy
+10,620
New +$228K ﹤0.01% 2898

Other funds holding SDVY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial's SDVY Position: Q2 2026 in Review

LPL Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.7% in Q2 2026, buying an estimated $48.8M and bringing the position to 26,039,851 shares worth $1.12B. The position accounts for 0.25% of the portfolio, ranked #73.

LPL Financial first reported a position in SDVY in Q3 2018 and has held it in 31 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • LPL Financial held 26,039,851 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.12B as of Q2 2026.
  • LPL Financial bought 1,168,999 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $48.8M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.25% of LPL Financial's portfolio in Q2 2026, its #73 holding.
  • LPL Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2018 and has held it in 31 quarters since.
  • 578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.