Rehmann Capital Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Rehmann Capital Advisory 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 Q2	$7.29M	Buy	169,145 +10,199	+6%	+$426K	0.33%	53
2026 Q1	$6.27M	Buy	158,946 +26,075	+20%	+$1.06M	0.33%	56
2025 Q4	$5.09M	Buy	132,871 +6,488	+5%	+$246K	0.27%	65
2025 Q3	$4.81M	Buy	126,383 +4,200	+3%	+$156K	0.26%	70
2025 Q2	$4.31M	Buy	122,183 +14,262	+13%	+$479K	0.26%	73
2025 Q1	$3.62M	Buy	107,921 +24,539	+29%	+$875K	0.23%	84
2024 Q4	$2.99M	Buy	83,382 +19,182	+30%	+$718K	0.19%	93
2024 Q3	$2.33M	Buy	64,200 +12,724	+25%	+$444K	0.15%	110
2024 Q2	$1.72M	Buy	+51,476	New	+$1.73M	0.12%	134

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

Rehmann Capital Advisory Group's SDVY Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.4% in Q2 2026, buying an estimated $426K and bringing the position to 169,145 shares worth $7.29M. The position accounts for 0.33% of the portfolio, ranked #53.

Rehmann Capital Advisory Group first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Rehmann Capital Advisory Group held 169,145 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $7.29M as of Q2 2026.
Rehmann Capital Advisory Group bought 10,199 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $426K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.33% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #53 holding.
Rehmann Capital Advisory Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.