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 Q3	$13.1M	Buy	321,947 +15,502	+5%	+$669K	0.15%	145
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	$9.7M	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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Pinnacle Associates's SDVY Position: Q3 2026 in Review

Pinnacle Associates increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.1% in Q3 2026, buying an estimated $669K and bringing the position to 321,947 shares worth $13.1M. The position accounts for 0.15% of the portfolio, ranked #145.

Pinnacle Associates first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.2M in Q2 2026. 165 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Pinnacle Associates held 321,947 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13.1M as of Q3 2026.
Pinnacle Associates bought 15,502 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $669K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.15% of Pinnacle Associates's portfolio in Q3 2026, its #145 holding.
Pinnacle Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
Pinnacle Associates's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.2M in Q2 2026.
165 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.