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Private Advisor Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Private Advisor Group’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 		$55.3M Sell
1,282,902
-162,058
-11% -$6.76M 0.25% 76
2026
Q1 		$57M Buy
1,444,960
+83,660
+6% +$3.4M 0.27% 75
2025
Q4 		$52.2M Buy
1,361,300
+67,300
+5% +$2.56M 0.25% 82
2025
Q3 		$49.2M Buy
1,294,000
+100,496
+8% +$3.73M 0.24% 86
2025
Q2 		$42.1M Sell
1,193,504
-392,614
-25% -$13.2M 0.23% 91
2025
Q1 		$53.1M Buy
1,586,118
+52,293
+3% +$1.87M 0.32% 61
2024
Q4 		$55M Buy
1,533,825
+499,841
+48% +$18.7M 0.31% 65
2024
Q3 		$37.6M Buy
1,033,984
+99,423
+11% +$3.47M 0.23% 91
2024
Q2 		$31.2M Buy
934,561
+84,959
+10% +$2.86M 0.21% 96
2024
Q1 		$29.6M Buy
849,602
+152,138
+22% +$4.97M 0.21% 99
2023
Q4 		$22.9M Buy
697,464
+211,827
+44% +$6.18M 0.18% 112
2023
Q3 		$13.7M Sell
485,637
-58,310
-11% -$1.7M 0.12% 156
2023
Q2 		$15.4M Sell
543,947
-50,478
-8% -$1.34M 0.13% 151
2023
Q1 		$15.8M Buy
594,425
+925
+0.2% +$25.7K 0.15% 144
2022
Q4 		$15.5K Buy
593,500
+66,819
+13% +$1.74M ﹤0.01% 963
2022
Q3 		$12.2M Buy
526,681
+142,403
+37% +$3.62M 0.14% 155
2022
Q2 		$9.18M Sell
384,278
-162,686
-30% -$4.26M 0.08% 238
2022
Q1 		$15.2M Buy
546,964
+213,495
+64% +$6.17M 0.12% 178
2021
Q4 		$10.1M Buy
333,469
+304,027
+1,033% +$9.05M 0.08% 257
2021
Q3 		$832K Buy
+29,442
New +$852K 0.01% 1287

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Private Advisor Group's SDVY Position: Q2 2026 in Review

Private Advisor Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 11% in Q2 2026, selling an estimated $6.76M and leaving 1,282,902 shares worth $55.3M. The position accounts for 0.25% of the portfolio, ranked #76.

Private Advisor Group first reported a position in SDVY in Q3 2021 and has held it in 20 quarters since. The position peaked at $57M in Q1 2026. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Private Advisor Group held 1,282,902 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $55.3M as of Q2 2026.
  • Private Advisor Group sold 162,058 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.76M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.25% of Private Advisor Group's portfolio in Q2 2026, its #76 holding.
  • Private Advisor Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
  • Private Advisor Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $57M in Q1 2026.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.