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

Raleigh 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	$12.6K	Buy	292 +1	+0.3%	+$42	﹤0.01%	369
2026 Q1	$11.5K	Hold	291	–	–	﹤0.01%	390
2025 Q4	$11.1K	Buy	291 +290	+29,000%	+$11K	﹤0.01%	386
2025 Q3	$32	Hold	1	–	–	﹤0.01%	471
2025 Q2	$29	Hold	1	–	–	﹤0.01%	611
2025 Q1	$28	Sell	1 -3,936	-100%	-$140K	﹤0.01%	547
2024 Q4	$141K	Sell	3,937 -53	-1%	-$1.98K	0.05%	226
2024 Q3	$145K	Sell	3,990 -546	-12%	-$19.1K	0.06%	226
2024 Q2	$151K	Sell	4,536 -10	-0.2%	-$337	0.06%	219
2024 Q1	$158K	Buy	+4,546	New	+$148K	0.07%	217
2023 Q4	–	Sell	-18	Closed	-$508	–	1175
2023 Q3	$508	Hold	18	–	–	﹤0.01%	879
2023 Q2	$510	Sell	18 -578	-97%	-$15.3K	﹤0.01%	788
2023 Q1	$15.9K	Sell	596 -1,028	-63%	-$28.5K	0.01%	415
2022 Q4	$42.3K	Buy	1,624 +814	+100%	+$21.1K	0.02%	247
2022 Q3	$19K	Sell	810 -38	-4%	-$967	0.01%	294
2022 Q2	$20K	Buy	848 +47	+6%	+$1.23K	0.01%	297
2022 Q1	$22K	Buy	+801	New	+$23.1K	0.01%	292

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

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

Raleigh Capital Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.34% in Q2 2026, buying an estimated $42 and bringing the position to 292 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Raleigh Capital Management first reported a position in SDVY in Q1 2022 and has held it in 17 quarters since. The position peaked at $158K in Q1 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Raleigh Capital Management held 292 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $12.6K as of Q2 2026.
Raleigh Capital Management bought 1 First Trust SMID Cap Rising Dividend Achievers ETF share in Q2 2026, an estimated $42.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #369 holding.
Raleigh Capital Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
Raleigh Capital Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $158K in Q1 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.