Plante Moran Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Plante Moran Financial Advisors’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	$48.7K	Buy	+1,128	New	+$47.1K	﹤0.01%	356

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

Plante Moran Financial Advisors's SDVY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 1,128 shares worth $48.7K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings.

577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Plante Moran Financial Advisors held 1,128 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $48.7K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Plante Moran Financial Advisors position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #356 holding.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.