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Quad-Cities Investment Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Quad-Cities Investment 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 		$463K Sell
10,742
-327
-3% -$13.6K 0.17% 135
2026
Q1 		$436K Buy
11,069
+285
+3% +$11.6K 0.17% 129
2025
Q4 		$413K Sell
10,784
-2
-0% -$76 0.17% 125
2025
Q3 		$410K Sell
10,786
-679
-6% -$25.2K 0.17% 114
2025
Q2 		$404K Sell
11,465
-159
-1% -$5.33K 0.18% 113
2025
Q1 		$389K Buy
11,624
+944
+9% +$33.7K 0.19% 109
2024
Q4 		$383K Sell
10,680
-74
-0.7% -$2.77K 0.19% 109
2024
Q3 		$391K Buy
10,754
+149
+1% +$5.2K 0.2% 109
2024
Q2 		$354K Buy
10,605
+48
+0.5% +$1.62K 0.2% 110
2024
Q1 		$368K Buy
10,557
+2,384
+29% +$77.8K 0.21% 108
2023
Q4 		$263K Buy
8,173
+26
+0.3% +$759 0.16% 136
2023
Q3 		$230K Buy
8,147
+15
+0.2% +$438 0.15% 147
2023
Q2 		$230K Sell
8,132
-1,022
-11% -$27.1K 0.15% 148
2023
Q1 		$244K Sell
9,154
-65
-0.7% -$1.8K 0.17% 139
2022
Q4 		$240K Sell
9,219
-1,454
-14% -$37.8K 0.18% 141
2022
Q3 		$247K Sell
10,673
-2,149
-17% -$54.7K 0.19% 129
2022
Q2 		$306K Buy
12,822
+50
+0.4% +$1.31K 0.23% 108
2022
Q1 		$356K Buy
12,772
+3,932
+44% +$114K 0.23% 109
2021
Q4 		$268K Buy
+8,840
New +$263K 0.17% 134

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

Quad-Cities Investment Group's SDVY Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3% in Q2 2026, selling an estimated $13.6K and leaving 10,742 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #135.

Quad-Cities Investment Group first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Quad-Cities Investment Group held 10,742 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $463K as of Q2 2026.
  • Quad-Cities Investment Group sold 327 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13.6K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.17% of Quad-Cities Investment Group's portfolio in Q2 2026, its #135 holding.
  • Quad-Cities Investment Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.