SEI Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
SEI Investments's SDVY Position: Q3 2026 in Review
SEI Investments reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.9% in Q3 2026, selling an estimated $29.3K and leaving 6,149 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.
SEI Investments first reported a position in SDVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $295K in Q2 2026. 507 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.
- SEI Investments held 6,149 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $250K as of Q3 2026.
- SEI Investments sold 678 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $29.3K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of SEI Investments's portfolio in Q3 2026, its #2958 holding.
- SEI Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 4 quarters since.
- SEI Investments's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $295K in Q2 2026.
- 507 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.
Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.