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

Rossby 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	$34.9K	Buy	809 +539	+200%	+$22.5K	0.01%	803
2026 Q1	$10.7K	Sell	270 -14	-5%	-$569	﹤0.01%	1227
2025 Q4	$10.9K	Buy	284 +29	+11%	+$1.1K	﹤0.01%	903
2025 Q3	$9.68K	Buy	255 +35	+16%	+$1.3K	﹤0.01%	868
2025 Q2	$7.76K	Hold	220	–	–	﹤0.01%	832
2025 Q1	$7.13K	Buy	+220	New	+$7.85K	﹤0.01%	768

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

Rossby Financial's SDVY Position: Q2 2026 in Review

Rossby Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 200% in Q2 2026, buying an estimated $22.5K and bringing the position to 809 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #803.

Rossby Financial first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Rossby Financial held 809 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $34.9K as of Q2 2026.
Rossby Financial bought 539 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $22.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #803 holding.
Rossby Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.