Qube Research & Technologies (QRT)
SDVY icon

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
Q2 		$7.39M Sell
171,304
-32,359
-16% -$1.35M 0.01% 1441
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 $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

Qube Research & Technologies (QRT)'s SDVY Position: Q2 2026 in Review

Qube Research & Technologies (QRT) reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 16% in Q2 2026, selling an estimated $1.35M and leaving 171,304 shares worth $7.39M. The position accounts for 0.01% of the portfolio, ranked #1441.

Qube Research & Technologies (QRT) first reported a position in SDVY in Q1 2022 and has held it in 16 quarters since. The position peaked at $13.2M in Q4 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Qube Research & Technologies (QRT) held 171,304 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.39M as of Q2 2026.
  • Qube Research & Technologies (QRT) sold 32,359 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.35M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #1441 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 16 quarters since.
  • Qube Research & Technologies (QRT)'s First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $13.2M in Q4 2025.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.