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Oppenheimer & Co’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Oppenheimer & Co’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 		$10.3M Buy
237,709
+14,829
+7% +$619K 0.11% 185
2026
Q1 		$8.79M Buy
222,880
+32,117
+17% +$1.3M 0.11% 203
2025
Q4 		$7.31M Sell
190,763
-10,452
-5% -$397K 0.1% 221
2025
Q3 		$7.65M Buy
201,215
+21,453
+12% +$796K 0.09% 227
2025
Q2 		$6.34M Buy
179,762
+10,408
+6% +$349K 0.08% 258
2025
Q1 		$5.67M Buy
169,354
+10,587
+7% +$378K 0.09% 259
2024
Q4 		$5.69M Buy
158,767
+35,938
+29% +$1.34M 0.08% 255
2024
Q3 		$4.47M Buy
122,829
+8,391
+7% +$293K 0.07% 311
2024
Q2 		$3.82M Buy
114,438
+48,991
+75% +$1.65M 0.06% 332
2024
Q1 		$2.28M Buy
65,447
+15,266
+30% +$498K 0.04% 478
2023
Q4 		$1.64M Buy
50,181
+12,233
+32% +$357K 0.03% 555
2023
Q3 		$1.07M Buy
37,948
+8,347
+28% +$244K 0.02% 651
2023
Q2 		$838K Buy
29,601
+7,175
+32% +$190K 0.02% 774
2023
Q1 		$598K Buy
22,426
+12,116
+118% +$336K 0.01% 875
2022
Q4 		$269K Hold
10,310
– – 0.01% 1120
2022
Q3 		$238K Sell
10,310
-2,066
-17% -$52.6K 0.01% 1145
2022
Q2 		$296K Buy
+12,376
New +$324K 0.01% 1119

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Oppenheimer & Co's SDVY Position: Q2 2026 in Review

Oppenheimer & Co increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.7% in Q2 2026, buying an estimated $619K and bringing the position to 237,709 shares worth $10.3M. The position accounts for 0.11% of the portfolio, ranked #185.

Oppenheimer & Co first reported a position in SDVY in Q2 2022 and has held it in 17 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Oppenheimer & Co held 237,709 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $10.3M as of Q2 2026.
  • Oppenheimer & Co bought 14,829 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $619K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.11% of Oppenheimer & Co's portfolio in Q2 2026, its #185 holding.
  • Oppenheimer & Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.