PVI
SDVY icon

Pine Valley Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Pine Valley Investments’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 		$17.5M Buy
404,553
+18,342
+5% +$765K 0.69% 33
2026
Q1 		$15.2M Sell
386,211
-48,499
-11% -$1.97M 0.7% 31
2025
Q4 		$16.7M Buy
434,710
+4,144
+1% +$157K 0.77% 32
2025
Q3 		$16.4M Buy
430,566
+13,830
+3% +$513K 0.8% 28
2025
Q2 		$14.7M Buy
416,736
+2,214
+0.5% +$74.3K 0.82% 30
2025
Q1 		$13.9M Buy
414,522
+24,175
+6% +$862K 0.84% 26
2024
Q4 		$14M Buy
390,347
+5,106
+1% +$191K 0.84% 25
2024
Q3 		$14M Buy
385,241
+1,271
+0.3% +$44.4K 0.85% 20
2024
Q2 		$12.8M Sell
383,970
-3,171
-0.8% -$107K 0.84% 23
2024
Q1 		$13.5M Buy
387,141
+22,022
+6% +$719K 0.91% 19
2023
Q4 		$12M Buy
365,119
+152,053
+71% +$4.44M 0.86% 22
2023
Q3 		$6.01M Buy
213,066
+5,649
+3% +$165K 0.55% 41
2023
Q2 		$5.87M Buy
207,417
+419
+0.2% +$11.1K 0.58% 41
2023
Q1 		$5.27M Buy
+206,998
New +$5.74M 0.78% 26

Other funds holding SDVY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Pine Valley Investments's SDVY Position: Q2 2026 in Review

Pine Valley Investments increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.7% in Q2 2026, buying an estimated $765K and bringing the position to 404,553 shares worth $17.5M. The position accounts for 0.69% of the portfolio, ranked #33.

Pine Valley Investments first reported a position in SDVY in Q1 2023 and has held it in 14 quarters since. 329 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Pine Valley Investments held 404,553 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $17.5M as of Q2 2026.
  • Pine Valley Investments bought 18,342 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $765K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.69% of Pine Valley Investments's portfolio in Q2 2026, its #33 holding.
  • Pine Valley Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
  • 329 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.