Northwestern Mutual Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Northwestern Mutual Wealth Management’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	$111M	Buy	2,573,813 +75,103	+3%	+$3.13M	0.06%	164
2026 Q1	$98.5M	Buy	2,498,710 +298,886	+14%	+$12.1M	0.06%	162
2025 Q4	$84.3M	Buy	2,199,824 +65,620	+3%	+$2.49M	0.05%	183
2025 Q3	$81.1M	Buy	2,134,204 +194,871	+10%	+$7.23M	0.05%	182
2025 Q2	$68.4M	Buy	1,939,333 +445,817	+30%	+$15M	0.05%	190
2025 Q1	$50M	Buy	1,493,516 +415,096	+38%	+$14.8M	0.04%	211
2024 Q4	$38.7M	Buy	1,078,420 +114,455	+12%	+$4.28M	0.03%	246
2024 Q3	$35.1M	Buy	963,965 +164,058	+21%	+$5.73M	0.03%	254
2024 Q2	$26.7M	Buy	799,907 +123,349	+18%	+$4.15M	0.03%	277
2024 Q1	$23.6M	Buy	676,558 +169,214	+33%	+$5.52M	0.02%	284
2023 Q4	$16.6M	Buy	507,344 +297,453	+142%	+$8.68M	0.02%	303
2023 Q3	$5.93M	Buy	209,891 +16,470	+9%	+$481K	0.01%	472
2023 Q2	$5.48M	Buy	193,421 +9,708	+5%	+$258K	0.01%	484
2023 Q1	$4.9M	Buy	183,713 +27,246	+17%	+$756K	0.01%	489
2022 Q4	$4.08M	Buy	156,467 +44,638	+40%	+$1.16M	0.01%	509
2022 Q3	$2.59M	Buy	111,829 +42,323	+61%	+$1.08M	﹤0.01%	554
2022 Q2	$1.66M	Buy	69,506 +63,597	+1,076%	+$1.67M	﹤0.01%	667
2022 Q1	$165K	Buy	5,909 +3,981	+206%	+$115K	﹤0.01%	1509
2021 Q4	$58K	Hold	1,928	–	–	﹤0.01%	1931
2021 Q3	$55K	Hold	1,928	–	–	﹤0.01%	1867
2021 Q2	$56K	Buy	+1,928	New	+$56.9K	﹤0.01%	1816

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

Northwestern Mutual Wealth Management's SDVY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3% in Q2 2026, buying an estimated $3.13M and bringing the position to 2,573,813 shares worth $111M. The position accounts for 0.06% of the portfolio, ranked #164.

Northwestern Mutual Wealth Management first reported a position in SDVY in Q2 2021 and has held it in 21 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Northwestern Mutual Wealth Management held 2,573,813 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $111M as of Q2 2026.
Northwestern Mutual Wealth Management bought 75,103 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $3.13M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #164 holding.
Northwestern Mutual Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.