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

MAI 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	$6.87M	Sell	159,207 -1,867	-1%	-$77.9K	0.03%	413
2026 Q1	$6.35M	Sell	161,074 -1,695	-1%	-$68.8K	0.04%	364
2025 Q4	$6.24M	Buy	162,769 +31,427	+24%	+$1.19M	0.04%	352
2025 Q3	$4.99M	Buy	131,342 +60,455	+85%	+$2.24M	0.03%	367
2025 Q2	$2.5M	Buy	70,887 +4,206	+6%	+$141K	0.02%	451
2025 Q1	$2.23M	Buy	66,681 +18,628	+39%	+$665K	0.02%	459
2024 Q4	$1.72M	Sell	48,053 -3,291	-6%	-$123K	0.01%	503
2024 Q3	$1.87M	Sell	51,344 -17,927	-26%	-$626K	0.02%	414
2024 Q2	$2.31M	Buy	69,271 +6,753	+11%	+$227K	0.02%	384
2024 Q1	$2.18M	Buy	62,518 +36,267	+138%	+$1.18M	0.02%	387
2023 Q4	$860K	Buy	+26,251	New	+$766K	0.01%	510

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

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

MAI Capital Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.2% in Q2 2026, selling an estimated $77.9K and leaving 159,207 shares worth $6.87M. The position accounts for 0.03% of the portfolio, ranked #413.

MAI Capital Management first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

MAI Capital Management held 159,207 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.87M as of Q2 2026.
MAI Capital Management sold 1,867 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $77.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of MAI Capital Management's portfolio in Q2 2026, its #413 holding.
MAI Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.