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

Parallel 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	$1.02M	Buy	23,694 +1,902	+9%	+$79.4K	0.02%	516
2026 Q1	$859K	Buy	21,792 +4,740	+28%	+$193K	0.02%	526
2025 Q4	$653K	Buy	17,052 +4,030	+31%	+$153K	0.01%	589
2025 Q3	$495K	Buy	13,022 +2,530	+24%	+$93.9K	0.01%	666
2025 Q2	$370K	Buy	10,492 +1,420	+16%	+$47.6K	0.01%	749
2025 Q1	$304K	Sell	9,072 -142	-2%	-$5.07K	0.01%	774
2024 Q4	$330K	Buy	+9,214	New	+$345K	0.01%	733
2023 Q4	–	Sell	-205	Closed	-$5.79K	–	3451
2023 Q3	$5.79K	Hold	205	–	–	﹤0.01%	2453
2023 Q2	$5.8K	Buy	+205	New	+$5.44K	﹤0.01%	2380

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

Parallel Advisors's SDVY Position: Q2 2026 in Review

Parallel Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 8.7% in Q2 2026, buying an estimated $79.4K and bringing the position to 23,694 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #516.

Parallel Advisors first reported a position in SDVY in Q2 2023 and has held it in 9 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Parallel Advisors held 23,694 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.02M as of Q2 2026.
Parallel Advisors bought 1,902 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $79.4K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Parallel Advisors's portfolio in Q2 2026, its #516 holding.
Parallel Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 9 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.