Mercer Global Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Mercer Global Advisors’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	$1.56M	Sell	36,087 -26,763	-43%	-$1.12M	﹤0.01%	1491
2026 Q1	$2.48M	Buy	62,850 +39,597	+170%	+$1.61M	﹤0.01%	1089
2025 Q4	$891K	Buy	+23,253	New	+$883K	﹤0.01%	1516

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

Mercer Global Advisors's SDVY Position: Q2 2026 in Review

Mercer Global Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 43% in Q2 2026, selling an estimated $1.12M and leaving 36,087 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Mercer Global Advisors first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.48M in Q1 2026. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Mercer Global Advisors held 36,087 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.56M as of Q2 2026.
Mercer Global Advisors sold 26,763 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.12M.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1491 holding.
Mercer Global Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
Mercer Global Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.48M in Q1 2026.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.