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

OneDigital Investment 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	$3.02M	Buy	70,026 +11,498	+20%	+$480K	0.03%	408
2026 Q1	$2.31M	Buy	58,528 +20,247	+53%	+$822K	0.02%	437
2025 Q4	$1.47M	Sell	38,281 -5,865	-13%	-$223K	0.01%	550
2025 Q3	$1.68M	Sell	44,146 -5,006	-10%	-$186K	0.02%	493
2025 Q2	$1.73M	Buy	49,152 +689	+1%	+$23.1K	0.02%	467
2025 Q1	$1.62M	Buy	48,463 +7,749	+19%	+$276K	0.02%	455
2024 Q4	$1.46M	Buy	40,714 +9,702	+31%	+$363K	0.02%	513
2024 Q3	$1.13M	Buy	31,012 +2,398	+8%	+$83.7K	0.01%	613
2024 Q2	$955K	Sell	28,614 -2,451	-8%	-$82.5K	0.01%	640
2024 Q1	$1.08M	Buy	31,065 +15,720	+102%	+$513K	0.02%	479
2023 Q4	$503K	Buy	+15,345	New	+$448K	0.01%	711

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

OneDigital Investment Advisors's SDVY Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 20% in Q2 2026, buying an estimated $480K and bringing the position to 70,026 shares worth $3.02M. The position accounts for 0.03% of the portfolio, ranked #408.

OneDigital Investment Advisors first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

OneDigital Investment Advisors held 70,026 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.02M as of Q2 2026.
OneDigital Investment Advisors bought 11,498 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $480K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #408 holding.
OneDigital Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.