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

&Partners’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	$19.8M	Buy	459,054 +24,446	+6%	+$1.02M	0.08%	221
2026 Q1	$17.1M	Sell	434,608 -18,680	-4%	-$759K	0.08%	219
2025 Q4	$17.4M	Buy	453,288 +150,315	+50%	+$5.71M	0.09%	195
2025 Q3	$11.5M	Buy	302,973 +12,909	+4%	+$479K	0.07%	243
2025 Q2	$10.2M	Buy	290,064 +251,543	+653%	+$8.44M	0.08%	234
2025 Q1	$1.29M	Sell	38,521 -3,402	-8%	-$121K	0.01%	721
2024 Q4	$1.52M	Buy	41,923 +19,015	+83%	+$712K	0.02%	597
2024 Q3	$833K	Buy	+22,908	New	+$800K	0.02%	640

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

&Partners's SDVY Position: Q2 2026 in Review

&Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.6% in Q2 2026, buying an estimated $1.02M and bringing the position to 459,054 shares worth $19.8M. The position accounts for 0.08% of the portfolio, ranked #221.

&Partners first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

&Partners held 459,054 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $19.8M as of Q2 2026.
&Partners bought 24,446 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.02M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of &Partners's portfolio in Q2 2026, its #221 holding.
&Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.