Prospera Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Prospera Financial Services’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	$34.4M	Sell	796,153 -56,359	-7%	-$2.35M	0.5%	36
2026 Q1	$33.6M	Buy	852,512 +107,620	+14%	+$4.37M	0.54%	31
2025 Q4	$28.6M	Sell	744,892 -59,859	-7%	-$2.27M	0.47%	38
2025 Q3	$30.6M	Sell	804,751 -29,337	-4%	-$1.09M	0.52%	33
2025 Q2	$29.4M	Buy	834,088 +29,583	+4%	+$993K	0.55%	34
2025 Q1	$27M	Buy	804,505 +90,842	+13%	+$3.24M	0.62%	27
2024 Q4	$25.6M	Buy	713,663 +51,834	+8%	+$1.94M	0.6%	26
2024 Q3	$24.1M	Buy	661,829 +114,683	+21%	+$4M	0.62%	29
2024 Q2	$18.3M	Sell	547,146 -114,165	-17%	-$3.84M	0.51%	39
2024 Q1	$23M	Buy	661,311 +128,013	+24%	+$4.18M	0.69%	24
2023 Q4	$17.5M	Sell	533,298 -83,226	-13%	-$2.43M	0.58%	32
2023 Q3	$17.4M	Buy	616,524 +91,501	+17%	+$2.67M	0.67%	24
2023 Q2	$14.9M	Buy	525,023 +90,117	+21%	+$2.39M	0.57%	30
2023 Q1	$11.6M	Buy	434,906 +10,470	+2%	+$290K	0.48%	35
2022 Q4	$11.1M	Buy	424,436 +244,217	+136%	+$6.34M	0.55%	29
2022 Q3	$4.17M	Buy	180,219 +42,957	+31%	+$1.09M	0.22%	113
2022 Q2	$3.28M	Sell	137,262 -97,001	-41%	-$2.54M	0.17%	151
2022 Q1	$6.53M	Buy	234,263 +183,330	+360%	+$5.29M	0.27%	80
2021 Q4	$1.54M	Buy	+50,933	New	+$1.52M	0.07%	318

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

Prospera Financial Services's SDVY Position: Q2 2026 in Review

Prospera Financial Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.6% in Q2 2026, selling an estimated $2.35M and leaving 796,153 shares worth $34.4M. The position accounts for 0.5% of the portfolio, ranked #36.

Prospera Financial Services first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Prospera Financial Services held 796,153 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $34.4M as of Q2 2026.
Prospera Financial Services sold 56,359 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.35M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.5% of Prospera Financial Services's portfolio in Q2 2026, its #36 holding.
Prospera Financial Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.