SEI Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$295K Buy
6,827
+237
+4% +$9.89K ﹤0.01% 2879
2026
Q1
$260K Buy
6,590
+325
+5% +$13.2K ﹤0.01% 2872
2025
Q4
$240K Buy
+6,265
New +$238K ﹤0.01% 2827

Other funds holding SDVY

SEI Investments's SDVY Position: Q2 2026 in Review

SEI Investments increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.6% in Q2 2026, buying an estimated $9.89K and bringing the position to 6,827 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

SEI Investments first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • SEI Investments held 6,827 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $295K as of Q2 2026.
  • SEI Investments bought 237 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $9.89K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2879 holding.
  • SEI Investments first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.