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

Mutual 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 		$5.08M Buy
117,804
+31,412
+36% +$1.31M 0.1% 214
2026
Q1 		$3.41M Sell
86,392
-13,626
-14% -$553K 0.07% 258
2025
Q4 		$3.83M Buy
100,018
+15,885
+19% +$603K 0.08% 230
2025
Q3 		$3.17M Buy
84,133
+3,425
+4% +$127K 0.07% 264
2025
Q2 		$2.95M Buy
80,708
+2,527
+3% +$84.8K 0.07% 242
2025
Q1 		$2.53M Buy
78,181
+12,752
+19% +$455K 0.07% 239
2024
Q4 		$2.45M Buy
65,429
+21,825
+50% +$817K 0.07% 236
2024
Q3 		$1.58M Sell
43,604
-2,088
-5% -$72.9K 0.05% 333
2024
Q2 		$1.66M Sell
45,692
-1,303
-3% -$43.9K 0.05% 318
2024
Q1 		$1.64M Buy
46,995
+37,274
+383% +$1.22M 0.05% 325
2023
Q4 		$319K Buy
9,721
+12
+0.1% +$350 0.01% 806
2023
Q3 		$274K Buy
9,709
+139
+1% +$4.06K 0.01% 812
2023
Q2 		$271K Sell
9,570
-2,180
-19% -$57.8K 0.01% 842
2023
Q1 		$313K Sell
11,750
-1,105
-9% -$30.7K 0.01% 763
2022
Q4 		$335K Buy
12,855
+1,242
+11% +$32.3K 0.02% 708
2022
Q3 		$269K Buy
11,613
+108
+0.9% +$2.75K 0.01% 747
2022
Q2 		$275K Sell
11,505
-121
-1% -$3.17K 0.02% 701
2022
Q1 		$324K Buy
11,626
+3,067
+36% +$88.6K 0.02% 693
2021
Q4 		$259K Buy
+8,559
New +$255K 0.01% 777

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

Mutual Advisors's SDVY Position: Q2 2026 in Review

Mutual Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 36% in Q2 2026, buying an estimated $1.31M and bringing the position to 117,804 shares worth $5.08M. The position accounts for 0.1% of the portfolio, ranked #214.

Mutual Advisors first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Mutual Advisors held 117,804 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.08M as of Q2 2026.
  • Mutual Advisors bought 31,412 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.31M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.1% of Mutual Advisors's portfolio in Q2 2026, its #214 holding.
  • Mutual Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.