Marshall Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Marshall Investment 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	$1.79M	Sell	41,554 -1,223	-3%	-$51K	0.74%	44
2026 Q1	$1.69M	Buy	42,777 +2,665	+7%	+$108K	0.81%	39
2025 Q4	$1.54M	Sell	40,112 -1,985	-5%	-$75.4K	0.77%	41
2025 Q3	$1.6M	Buy	+42,097	New	+$1.56M	0.85%	40
2025 Q2	–	Sell	-41,830	Closed	-$1.4M	–	188
2025 Q1	$1.4M	Buy	41,830 +658	+2%	+$23.5K	0.87%	37
2024 Q4	$1.5M	Buy	+41,172	New	+$1.54M	0.88%	35

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

Marshall Investment Management's SDVY Position: Q2 2026 in Review

Marshall Investment Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.9% in Q2 2026, selling an estimated $51K and leaving 41,554 shares worth $1.79M. The position accounts for 0.74% of the portfolio, ranked #44.

Marshall Investment Management first reported a position in SDVY in Q4 2024 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Marshall Investment Management held 41,554 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.79M as of Q2 2026.
Marshall Investment Management sold 1,223 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $51K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.74% of Marshall Investment Management's portfolio in Q2 2026, its #44 holding.
Marshall Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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