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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

LPL Financial's SDVY Position: Q1 2026 in Review

LPL Financial reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.09% in Q1 2026, selling an estimated $866K and leaving 24,870,852 shares worth $981M. The position accounts for 0.26% of the portfolio, ranked #73.

LPL Financial first reported a position in SDVY in Q3 2018 and has held it in 30 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

LPL Financial held 24,870,852 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $981M as of Q1 2026.
LPL Financial sold 21,317 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $866K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.26% of LPL Financial's portfolio in Q1 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 30 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.