Morgan Stanley
SDVY icon

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

Morgan Stanley’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 		$797M Sell
18,464,593
-119,398
-0.6% -$4.98M 0.04% 404
2026
Q1 		$733M Buy
18,583,991
+637,135
+4% +$25.9M 0.04% 403
2025
Q4 		$688M Buy
17,946,856
+130,885
+0.7% +$4.97M 0.04% 411
2025
Q3 		$677M Sell
17,815,971
-1,897,427
-10% -$70.4M 0.04% 425
2025
Q2 		$695M Buy
19,713,398
+239,379
+1% +$8.03M 0.05% 388
2025
Q1 		$652M Buy
19,474,019
+744,115
+4% +$26.5M 0.05% 382
2024
Q4 		$671M Buy
18,729,904
+3,776,261
+25% +$141M 0.05% 374
2024
Q3 		$544M Buy
14,953,643
+2,496,258
+20% +$87.1M 0.04% 438
2024
Q2 		$416M Buy
12,457,385
+2,003,182
+19% +$67.4M 0.03% 512
2024
Q1 		$364M Buy
10,454,203
+4,222,732
+68% +$138M 0.03% 562
2023
Q4 		$204M Buy
6,231,471
+2,254,400
+57% +$65.8M 0.02% 759
2023
Q3 		$112M Buy
3,977,071
+2,562,005
+181% +$74.8M 0.01% 996
2023
Q2 		$40.1M Sell
1,415,066
-46,017
-3% -$1.22M ﹤0.01% 1795
2023
Q1 		$38.9M Sell
1,461,083
-259,316
-15% -$7.19M ﹤0.01% 1778
2022
Q4 		$44.8M Sell
1,720,399
-294,414
-15% -$7.64M 0.01% 1588
2022
Q3 		$46.6M Buy
2,014,813
+233,574
+13% +$5.94M 0.01% 1368
2022
Q2 		$42.5M Buy
1,781,239
+396,382
+29% +$10.4M 0.01% 1505
2022
Q1 		$38.6M Buy
1,384,857
+1,382,243
+52,878% +$39.9M 0.01% 1485
2021
Q4 		$79K Buy
+2,614
New +$77.8K ﹤0.01% 6575

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley's SDVY Position: Q2 2026 in Review

Morgan Stanley reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.64% in Q2 2026, selling an estimated $4.98M and leaving 18,464,593 shares worth $797M. The position accounts for 0.04% of the portfolio, ranked #404.

Morgan Stanley first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Morgan Stanley held 18,464,593 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $797M as of Q2 2026.
  • Morgan Stanley sold 119,398 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.98M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of Morgan Stanley's portfolio in Q2 2026, its #404 holding.
  • Morgan Stanley first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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