MML Investors Services
SDVY icon

MML Investors Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

MML Investors Services’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 		$72.6M Buy
1,683,398
+315,346
+23% +$13.2M 0.15% 141
2026
Q1 		$53.9M Sell
1,368,052
-296,612
-18% -$12M 0.15% 137
2025
Q4 		$63.8M Buy
1,664,664
+63,075
+4% +$2.39M 0.16% 132
2025
Q3 		$60.9M Sell
1,601,589
-12,590
-0.8% -$467K 0.16% 129
2025
Q2 		$56.9M Buy
1,614,179
+77,708
+5% +$2.61M 0.16% 129
2025
Q1 		$51.5M Buy
1,536,471
+125,805
+9% +$4.49M 0.17% 123
2024
Q4 		$50.6M Buy
1,410,666
+280,360
+25% +$10.5M 0.17% 121
2024
Q3 		$41.1M Buy
1,130,306
+120,714
+12% +$4.21M 0.15% 152
2024
Q2 		$33.7M Buy
1,009,592
+173,625
+21% +$5.85M 0.14% 165
2024
Q1 		$29.1M Buy
835,967
+414,588
+98% +$13.5M 0.12% 189
2023
Q4 		$13.8M Buy
421,379
+16,369
+4% +$478K 0.06% 299
2023
Q3 		$11.4M Buy
405,010
+83,037
+26% +$2.42M 0.06% 303
2023
Q2 		$9.12M Buy
321,973
+8,952
+3% +$237K 0.05% 342
2023
Q1 		$8.34M Sell
313,021
-18,987
-6% -$527K 0.06% 321
2022
Q4 		$8.65M Buy
332,008
+8,086
+2% +$210K 0.06% 338
2022
Q3 		$7.49M Sell
323,922
-39,677
-11% -$1.01M 0.06% 325
2022
Q2 		$8.68M Buy
363,599
+255,041
+235% +$6.68M 0.07% 289
2022
Q1 		$3.03M Buy
108,558
+87,792
+423% +$2.54M 0.02% 635
2021
Q4 		$629K Buy
20,766
+9,831
+90% +$293K ﹤0.01% 1281
2021
Q3 		$309K Buy
+10,935
New +$316K ﹤0.01% 1625

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

MML Investors Services's SDVY Position: Q2 2026 in Review

MML Investors Services increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 23% in Q2 2026, buying an estimated $13.2M and bringing the position to 1,683,398 shares worth $72.6M. The position accounts for 0.15% of the portfolio, ranked #141.

MML Investors Services first reported a position in SDVY in Q3 2021 and has held it in 20 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • MML Investors Services held 1,683,398 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $72.6M as of Q2 2026.
  • MML Investors Services bought 315,346 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13.2M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of MML Investors Services's portfolio in Q2 2026, its #141 holding.
  • MML Investors Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.