Pinnacle Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Pinnacle Associates’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	$13.2M	Buy	306,445 +26,665	+10%	+$1.11M	0.14%	144
2026 Q1	$11M	Buy	279,780 +27,076	+11%	+$1.1M	0.14%	151
2025 Q4	$9.68M	Buy	252,704 +19,452	+8%	+$739K	0.12%	171
2025 Q3	$8.87M	Buy	233,252 +66,370	+40%	+$2.46M	0.12%	178
2025 Q2	$5.89M	Buy	166,882 +39,463	+31%	+$1.32M	0.09%	215
2025 Q1	$4.27M	Buy	127,419 +102,116	+404%	+$3.64M	0.06%	255
2024 Q4	$907K	Buy	+25,303	New	+$947K	0.01%	500
2024 Q3	–	Sell	-12,025	Closed	-$401K	–	839
2024 Q2	$401K	Buy	+12,025	New	+$405K	0.01%	630

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

Pinnacle Associates's SDVY Position: Q2 2026 in Review

Pinnacle Associates increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.5% in Q2 2026, buying an estimated $1.11M and bringing the position to 306,445 shares worth $13.2M. The position accounts for 0.14% of the portfolio, ranked #144.

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

Pinnacle Associates held 306,445 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13.2M as of Q2 2026.
Pinnacle Associates bought 26,665 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.11M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Pinnacle Associates's portfolio in Q2 2026, its #144 holding.
Pinnacle Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 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 Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.