Salem Investment Counselors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Salem Investment Counselors’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	$232K	Hold	5,372	–	–	0.01%	387
2026 Q1	$212K	Sell	5,372 -265	-5%	-$10.8K	0.01%	376
2025 Q4	$216K	Sell	5,637 -199	-3%	-$7.55K	0.01%	370
2025 Q3	$222K	Buy	5,836 +536	+10%	+$19.9K	0.01%	359
2025 Q2	$187K	Hold	5,300	–	–	0.01%	372
2025 Q1	$178K	Sell	5,300 -505	-9%	-$18K	0.01%	373
2024 Q4	$208K	Hold	5,805	–	–	0.01%	362
2024 Q3	$211K	Hold	5,805	–	–	0.01%	363
2024 Q2	$194K	Hold	5,805	–	–	0.01%	361
2024 Q1	$202K	Hold	5,805	–	–	0.01%	356
2023 Q4	$190K	Buy	+5,805	New	+$169K	0.01%	353

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

Salem Investment Counselors's SDVY Position: Q2 2026 in Review

Salem Investment Counselors held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 5,372 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #387.

Salem Investment Counselors first reported a position in SDVY in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Salem Investment Counselors held 5,372 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $232K as of Q2 2026.
Salem Investment Counselors 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 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #387 holding.
Salem Investment Counselors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.