Sanctuary Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sanctuary Advisors’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	$26.4M	Buy	611,352 +23,386	+4%	+$976K	0.12%	173
2026 Q1	$23.2M	Sell	587,966 -801	-0.1%	-$32.5K	0.13%	180
2025 Q4	$22.6M	Buy	588,767 +2,465	+0.4%	+$93.6K	0.12%	182
2025 Q3	$22.3M	Buy	586,302 +82,278	+16%	+$3.05M	0.13%	173
2025 Q2	$17.8M	Sell	504,024 -9,361	-2%	-$314K	0.11%	199
2025 Q1	$17.2M	Buy	513,385 +48,814	+11%	+$1.74M	0.12%	189
2024 Q4	$17.6M	Buy	464,571 +71,855	+18%	+$2.69M	0.11%	192
2024 Q3	$15.6M	Buy	392,716 +114,045	+41%	+$3.98M	0.1%	229
2024 Q2	$9.28M	Buy	+278,671	New	+$9.38M	0.07%	303

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

Sanctuary Advisors's SDVY Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4% in Q2 2026, buying an estimated $976K and bringing the position to 611,352 shares worth $26.4M. The position accounts for 0.12% of the portfolio, ranked #173.

Sanctuary Advisors first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Sanctuary Advisors held 611,352 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $26.4M as of Q2 2026.
Sanctuary Advisors bought 23,386 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $976K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.12% of Sanctuary Advisors's portfolio in Q2 2026, its #173 holding.
Sanctuary Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.