Rothschild Investment LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Rothschild Investment LLC’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	$894K	Hold	20,725	–	–	0.03%	445
2026 Q1	$817K	Buy	20,725 +250	+1%	+$10.2K	0.04%	303
2025 Q4	$785K	Buy	20,475 +450	+2%	+$17.1K	0.04%	284
2025 Q3	$761K	Buy	20,025 +7,600	+61%	+$282K	0.04%	273
2025 Q2	$438K	Buy	12,425 +3,200	+35%	+$107K	0.03%	370
2025 Q1	$309K	Buy	9,225 +2,064	+29%	+$73.6K	0.02%	414
2024 Q4	$257K	Buy	7,161 +7,011	+4,674%	+$262K	0.02%	449
2024 Q3	$5.46K	Hold	150	–	–	﹤0.01%	1268
2024 Q2	$5.01K	Hold	150	–	–	﹤0.01%	1209
2024 Q1	$5.22K	Buy	+150	New	+$4.9K	﹤0.01%	1131

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

Rothschild Investment LLC's SDVY Position: Q2 2026 in Review

Rothschild Investment LLC held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 20,725 shares worth $894K. The position accounts for 0.03% of the portfolio, ranked #445.

Rothschild Investment LLC first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Rothschild Investment LLC held 20,725 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $894K as of Q2 2026.
Rothschild Investment LLC left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #445 holding.
Rothschild Investment LLC first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.