Richmond Investment Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Richmond Investment Services’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	$9.51M	Sell	220,506 -194,186	-47%	-$8.1M	3.01%	9
2026 Q1	$16.4M	Buy	414,692 +17,972	+5%	+$730K	2.64%	8
2025 Q4	$15.2M	Buy	396,720 +42,270	+12%	+$1.6M	2.63%	8
2025 Q3	$13.5M	Sell	354,450 -206,264	-37%	-$7.65M	2.51%	10
2025 Q2	$19.8M	Buy	560,714 +284,745	+103%	+$9.55M	4.18%	6
2025 Q1	$9.25M	Buy	275,969 +63,510	+30%	+$2.27M	5.02%	4
2024 Q4	$7.62M	Buy	+212,459	New	+$7.95M	4.28%	5

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

Richmond Investment Services's SDVY Position: Q2 2026 in Review

Richmond Investment Services reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 47% in Q2 2026, selling an estimated $8.1M and leaving 220,506 shares worth $9.51M. The position accounts for 3.01% of the portfolio, ranked #9.

Richmond Investment Services first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.8M in Q2 2025. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Richmond Investment Services held 220,506 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $9.51M as of Q2 2026.
Richmond Investment Services sold 194,186 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $8.1M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 3.01% of Richmond Investment Services's portfolio in Q2 2026, its #9 holding.
Richmond Investment Services first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $19.8M in Q2 2025.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.