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

Mariner’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	$984K	Sell	22,801 -187,200	-89%	-$7.81M	﹤0.01%	1962
2026 Q1	$8.28M	Buy	210,001 +5,152	+3%	+$209K	0.01%	833
2025 Q4	$7.85M	Buy	204,849 +3,740	+2%	+$142K	0.01%	818
2025 Q3	$7.65M	Sell	201,109 -107,599	-35%	-$3.99M	0.01%	738
2025 Q2	$10.9M	Sell	308,708 -101,830	-25%	-$3.42M	0.02%	576
2025 Q1	$13.8M	Buy	410,538 +37,970	+10%	+$1.35M	0.02%	468
2024 Q4	$13.4M	Buy	372,568 +27,947	+8%	+$1.05M	0.02%	461
2024 Q3	$12.5M	Buy	344,621 +142,360	+70%	+$4.97M	0.02%	474
2024 Q2	$6.75M	Sell	202,261 -13,727	-6%	-$462K	0.01%	630
2024 Q1	$7.52M	Buy	215,988 +17,174	+9%	+$561K	0.02%	593
2023 Q4	$6.52M	Sell	198,814 -79,586	-29%	-$2.32M	0.02%	598
2023 Q3	$7.86M	Sell	278,400 -36,522	-12%	-$1.07M	0.02%	505
2023 Q2	$8.91M	Sell	314,922 -3,658	-1%	-$97K	0.02%	473
2023 Q1	$8.49M	Buy	318,580 +219,224	+221%	+$6.08M	0.02%	482
2022 Q4	$2.59M	Buy	+99,356	New	+$2.58M	0.01%	822

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

Mariner's SDVY Position: Q2 2026 in Review

Mariner reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 89% in Q2 2026, selling an estimated $7.81M and leaving 22,801 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Mariner first reported a position in SDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.8M in Q1 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Mariner held 22,801 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $984K as of Q2 2026.
Mariner sold 187,200 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.81M.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1962 holding.
Mariner first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
Mariner's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.8M in Q1 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.