Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Qube Research & Technologies (QRT)’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
Q1 		$8.03M Sell
203,663
-140,304
-41% -$5.7M 0.01% 1409
2025
Q4 		$13.2M Buy
343,967
+268,722
+357% +$10.2M 0.01% 1160
2025
Q3 		$2.86M Sell
75,245
-293,466
-80% -$10.9M ﹤0.01% 2058
2025
Q2 		$13M Buy
368,711
+241,547
+190% +$8.1M 0.01% 1138
2025
Q1 		$4.26M Buy
127,164
+113,180
+809% +$4.04M ﹤0.01% 1619
2024
Q4 		$501K Sell
13,984
-23,947
-63% -$896K ﹤0.01% 2476
2024
Q3 		$1.38M Buy
37,931
+834
+2% +$29.1K ﹤0.01% 1910
2024
Q2 		$1.24M Buy
37,097
+23,273
+168% +$784K ﹤0.01% 1802
2024
Q1 		$481K Buy
13,824
+3,363
+32% +$110K ﹤0.01% 2555
2023
Q4 		$343K Buy
10,461
+297
+3% +$8.67K ﹤0.01% 2509
2023
Q3 		$287K Buy
+10,164
New +$297K ﹤0.01% 2265
2023
Q2 		– Sell
-18,323
Closed -$488K – 2944
2023
Q1 		$488K Buy
18,323
+9,689
+112% +$269K ﹤0.01% 1575
2022
Q4 		$225K Buy
+8,634
New +$224K ﹤0.01% 1764
2022
Q3 		– Sell
-20
Closed – – 2968
2022
Q2 		$0 Sell
20
-42,304
-100% -$1.11M ﹤0.01% 3061
2022
Q1 		$1.18M Buy
+42,324
New +$1.22M 0.01% 1086

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Qube Research & Technologies (QRT)'s SDVY Position: Q1 2026 in Review

Qube Research & Technologies (QRT) reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 41% in Q1 2026, selling an estimated $5.7M and leaving 203,663 shares worth $8.03M. The position accounts for 0.01% of the portfolio, ranked #1409.

Qube Research & Technologies (QRT) first reported a position in SDVY in Q1 2022 and has held it in 15 quarters since. The position peaked at $13.2M in Q4 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Qube Research & Technologies (QRT) held 203,663 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $8.03M as of Q1 2026.
  • Qube Research & Technologies (QRT) sold 140,304 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $5.7M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #1409 holding.
  • Qube Research & Technologies (QRT) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 15 quarters since.
  • Qube Research & Technologies (QRT)'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.2M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.