Moors & Cabot
SDVY icon

Moors & Cabot’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Moors & Cabot’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
Q3 		$3.22M Buy
79,356
+1,471
+2% +$63.5K 0.12% 155
2026
Q2 		$3.36M Buy
77,885
+1,831
+2% +$76.4K 0.13% 153
2026
Q1 		$3M Sell
76,054
-508
-0.7% -$20.6K 0.13% 151
2025
Q4 		$2.93M Buy
76,562
+981
+1% +$37.2K 0.13% 154
2025
Q3 		$2.87M Buy
75,581
+2,932
+4% +$109K 0.13% 156
2025
Q2 		$2.56M Sell
72,649
-2,806
-4% -$94.2K 0.12% 165
2025
Q1 		$2.53M Sell
75,455
-144
-0.2% -$5.14K 0.13% 154
2024
Q4 		$2.71M Buy
75,599
+14,588
+24% +$546K 0.13% 145
2024
Q3 		$2.22M Buy
61,011
+10,197
+20% +$356K 0.11% 171
2024
Q2 		$1.7M Buy
50,814
+1,907
+4% +$64.2K 0.09% 198
2024
Q1 		$1.7M Buy
48,907
+27,780
+131% +$907K 0.09% 207
2023
Q4 		$692K Buy
21,127
+1,520
+8% +$44.4K 0.04% 357
2023
Q3 		$553K Buy
19,607
+2,733
+16% +$79.8K 0.04% 402
2023
Q2 		$478K Buy
16,874
+5,940
+54% +$158K 0.03% 461
2023
Q1 		$291K Buy
10,934
+456
+4% +$12.6K 0.02% 608
2022
Q4 		$273K Buy
+10,478
New +$272K 0.02% 620

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Southern Financial Group
Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Moors & Cabot's SDVY Position: Q3 2026 in Review

Moors & Cabot increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.9% in Q3 2026, buying an estimated $63.5K and bringing the position to 79,356 shares worth $3.22M. The position accounts for 0.12% of the portfolio, ranked #155.

Moors & Cabot first reported a position in SDVY in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.36M in Q2 2026. 329 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Moors & Cabot held 79,356 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.22M as of Q3 2026.
  • Moors & Cabot bought 1,471 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $63.5K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.12% of Moors & Cabot's portfolio in Q3 2026, its #155 holding.
  • Moors & Cabot first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 16 quarters since.
  • Moors & Cabot's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.36M in Q2 2026.
  • 329 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.