Quantinno Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Quantinno Capital Management’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	$256K	Buy	5,935 +201	+4%	+$8.39K	﹤0.01%	3256
2026 Q1	$226K	Buy	+5,734	New	+$233K	﹤0.01%	3163

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

Quantinno Capital Management's SDVY Position: Q2 2026 in Review

Quantinno Capital Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.5% in Q2 2026, buying an estimated $8.39K and bringing the position to 5,935 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3256.

Quantinno Capital Management first reported a position in SDVY in Q1 2026 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Quantinno Capital Management held 5,935 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $256K as of Q2 2026.
Quantinno Capital Management bought 201 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $8.39K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #3256 holding.
Quantinno Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.