Park Avenue Securities’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Park Avenue Securities’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	$387K	Sell	8,972 -579	-6%	-$24.2K	﹤0.01%	1409
2026 Q1	$377K	Sell	9,551 -733	-7%	-$29.8K	﹤0.01%	1218
2025 Q4	$394K	Buy	10,284 +80	+0.8%	+$3.04K	﹤0.01%	1205
2025 Q3	$388K	Buy	10,204 +2,653	+35%	+$98.4K	﹤0.01%	1310
2025 Q2	$266K	Buy	+7,551	New	+$253K	﹤0.01%	1322

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

Park Avenue Securities's SDVY Position: Q2 2026 in Review

Park Avenue Securities reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.1% in Q2 2026, selling an estimated $24.2K and leaving 8,972 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Park Avenue Securities first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $394K in Q4 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Park Avenue Securities held 8,972 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $387K as of Q2 2026.
Park Avenue Securities sold 579 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $24.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1409 holding.
Park Avenue Securities first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
Park Avenue Securities's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $394K in Q4 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.