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

Northern Trust’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	$336K	Buy	7,788 +1,226	+19%	+$51.2K	﹤0.01%	3774
2026 Q1	$259K	Hold	6,562	–	–	﹤0.01%	3859
2025 Q4	$251K	Sell	6,562 -1,990	-23%	-$75.6K	﹤0.01%	3898
2025 Q3	$325K	Buy	+8,552	New	+$317K	﹤0.01%	3799
2025 Q1	–	Sell	-13,242	Closed	-$475K	–	4490
2024 Q4	$475K	Sell	13,242 -789	-6%	-$29.5K	﹤0.01%	3675
2024 Q3	$510K	Buy	+14,031	New	+$490K	﹤0.01%	3575

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

Northern Trust's SDVY Position: Q2 2026 in Review

Northern Trust increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 19% in Q2 2026, buying an estimated $51.2K and bringing the position to 7,788 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #3774.

Northern Trust first reported a position in SDVY in Q3 2024 and has held it in 6 quarters since. The position peaked at $510K in Q3 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Northern Trust held 7,788 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $336K as of Q2 2026.
Northern Trust bought 1,226 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $51.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3774 holding.
Northern Trust first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 6 quarters since.
Northern Trust's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $510K in Q3 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.