Raymond James Financial
SDVY icon

Raymond James Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Raymond James Financial’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 		$664M Buy
15,391,137
+66,170
+0.4% +$2.76M 0.18% 97
2026
Q1 		$604M Buy
15,324,967
+1,219,704
+9% +$49.5M 0.19% 94
2025
Q4 		$541M Buy
14,105,263
+1,261,249
+10% +$47.9M 0.17% 104
2025
Q3 		$488M Buy
12,844,014
+825,345
+7% +$30.6M 0.16% 108
2025
Q2 		$424M Sell
12,018,669
-477,616
-4% -$16M 0.15% 118
2025
Q1 		$419M Buy
12,496,285
+1,860,262
+17% +$66.4M 0.16% 110
2024
Q4 		$381M Buy
+10,636,023
New +$398M 0.14% 125

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial's SDVY Position: Q2 2026 in Review

Raymond James Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.43% in Q2 2026, buying an estimated $2.76M and bringing the position to 15,391,137 shares worth $664M. The position accounts for 0.18% of the portfolio, ranked #97.

Raymond James Financial first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Raymond James Financial held 15,391,137 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $664M as of Q2 2026.
  • Raymond James Financial bought 66,170 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.76M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.18% of Raymond James Financial's portfolio in Q2 2026, its #97 holding.
  • Raymond James Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.