Per Stirling Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Per Stirling Capital Management's SDVY Position: Q2 2026 in Review
Per Stirling Capital Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.03% in Q2 2026, buying an estimated $209 and bringing the position to 16,592 shares worth $716K. The position accounts for 0.07% of the portfolio, ranked #180.
Per Stirling Capital Management first reported a position in SDVY in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.26M in Q1 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Per Stirling Capital Management held 16,592 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $716K as of Q2 2026.
- Per Stirling Capital Management bought 5 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $209.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of Per Stirling Capital Management's portfolio in Q2 2026, its #180 holding.
- Per Stirling Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
- Per Stirling Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $7.26M in Q1 2025.
- 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.