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Rathbones Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Rathbones 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
Q1 		$652K Buy
16,530
+1,069
+7% +$43.4K ﹤0.01% 421
2025
Q4 		$592K Buy
15,461
+6,232
+68% +$237K ﹤0.01% 431
2025
Q3 		$351K Buy
9,229
+398
+5% +$14.8K ﹤0.01% 495
2025
Q2 		$312K Buy
8,831
+195
+2% +$6.54K ﹤0.01% 495
2025
Q1 		$289K Buy
+8,636
New +$308K ﹤0.01% 467

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

Rathbones Group's SDVY Position: Q1 2026 in Review

Rathbones Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.9% in Q1 2026, buying an estimated $43.4K and bringing the position to 16,530 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Rathbones Group first reported a position in SDVY in Q1 2025 and has held it in 5 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Rathbones Group held 16,530 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $652K as of Q1 2026.
  • Rathbones Group bought 1,069 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $43.4K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #421 holding.
  • Rathbones Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.