Mount Yale Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Mount Yale Investment 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	$11.1M	Sell	257,778 -782,084	-75%	-$32.6M	0.21%	109
2026 Q1	$41M	Buy	1,039,862 +1,032,576	+14,172%	+$41.9M	0.95%	14
2025 Q4	$279K	Buy	7,286 +24	+0.3%	+$911	0.01%	606
2025 Q3	$276K	Buy	+7,262	New	+$269K	0.02%	543

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

Mount Yale Investment Advisors's SDVY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 75% in Q2 2026, selling an estimated $32.6M and leaving 257,778 shares worth $11.1M. The position accounts for 0.21% of the portfolio, ranked #109.

Mount Yale Investment Advisors first reported a position in SDVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $41M in Q1 2026. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Mount Yale Investment Advisors held 257,778 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $11.1M as of Q2 2026.
Mount Yale Investment Advisors sold 782,084 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $32.6M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.21% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #109 holding.
Mount Yale Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $41M 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.