SBI Securities’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

SBI Securities’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	$173	Buy	4 +3	+300%	+$125	﹤0.01%	3366
2026 Q1	$39	Sell	1 -10	-91%	-$406	﹤0.01%	3626
2025 Q4	$422	Buy	11 +3	+38%	+$114	﹤0.01%	2933
2025 Q3	$304	Sell	8 -1	-11%	-$37	﹤0.01%	3180
2025 Q2	$318	Sell	9 -186	-95%	-$6.24K	﹤0.01%	3155
2025 Q1	$6.53K	Buy	195 +181	+1,293%	+$6.46K	﹤0.01%	1787
2024 Q4	$502	Buy	+14	New	+$524	﹤0.01%	2887

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

SBI Securities's SDVY Position: Q2 2026 in Review

SBI Securities increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 300% in Q2 2026, buying an estimated $125 and bringing the position to 4 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #3366.

SBI Securities first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.53K in Q1 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

SBI Securities held 4 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $173 as of Q2 2026.
SBI Securities bought 3 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $125.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3366 holding.
SBI Securities first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.53K in Q1 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.