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

Naples Global 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	$397K	Hold	9,200	–	–	0.02%	373
2026 Q1	$363K	Hold	9,200	–	–	0.03%	367
2025 Q4	$353K	Buy	9,200 +1,900	+26%	+$72.1K	0.03%	366
2025 Q3	$278K	Hold	7,300	–	–	0.02%	390
2025 Q2	$258K	Hold	7,300	–	–	0.02%	379
2025 Q1	$245K	Buy	+7,300	New	+$260K	0.02%	371

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

Naples Global Advisors's SDVY Position: Q2 2026 in Review

Naples Global Advisors held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 9,200 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #373.

Naples Global Advisors first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Naples Global Advisors held 9,200 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $397K as of Q2 2026.
Naples Global Advisors left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #373 holding.
Naples Global Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.