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

NewEdge 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	$51.7M	Buy	1,197,586 +265,188	+28%	+$11.1M	0.15%	131
2026 Q1	$36.8M	Sell	932,398 -71,881	-7%	-$2.92M	0.13%	157
2025 Q4	$38.5M	Buy	1,004,279 +86,708	+9%	+$3.29M	0.14%	145
2025 Q3	$34.9M	Sell	917,571 -36,310	-4%	-$1.35M	0.16%	121
2025 Q2	$33.7M	Sell	953,881 -527,301	-36%	-$17.7M	0.17%	117
2025 Q1	$49.6M	Buy	1,481,182 +807,574	+120%	+$28.8M	0.29%	67
2024 Q4	$24.1M	Buy	673,608 +302,042	+81%	+$11.3M	0.15%	150
2024 Q3	$13.5M	Buy	371,566 +216,626	+140%	+$7.56M	0.09%	231
2024 Q2	$5.17M	Buy	154,940 +49,160	+46%	+$1.66M	0.04%	433
2024 Q1	$3.68M	Sell	105,780 -9,978	-9%	-$326K	0.03%	486
2023 Q4	$3.79M	Buy	115,758 +17,697	+18%	+$516K	0.04%	435
2023 Q3	$2.77M	Buy	98,061 +54,246	+124%	+$1.58M	0.03%	485
2023 Q2	$1.24M	Sell	43,815 -13,575	-24%	-$360K	0.01%	768
2023 Q1	$1.53M	Sell	57,390 -46,554	-45%	-$1.29M	0.02%	620
2022 Q4	$378K	Sell	103,944 -24,613	-19%	-$639K	0.01%	901
2022 Q3	$2.97M	Sell	128,557 -9,069	-7%	-$231K	0.05%	342
2022 Q2	$3.29M	Sell	137,626 -4,505	-3%	-$118K	0.05%	324
2022 Q1	$3.96M	Sell	142,131 -1,378	-1%	-$39.8K	0.06%	280
2021 Q4	$4.35M	Buy	+143,509	New	+$4.27M	0.07%	274

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

NewEdge Advisors's SDVY Position: Q2 2026 in Review

NewEdge Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 28% in Q2 2026, buying an estimated $11.1M and bringing the position to 1,197,586 shares worth $51.7M. The position accounts for 0.15% of the portfolio, ranked #131.

NewEdge 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.

NewEdge Advisors held 1,197,586 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $51.7M as of Q2 2026.
NewEdge Advisors bought 265,188 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $11.1M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of NewEdge Advisors's portfolio in Q2 2026, its #131 holding.
NewEdge 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.