Sigma Planning Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sigma Planning Corp’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	$13.7M	Buy	318,247 +17,549	+6%	+$732K	0.35%	46
2026 Q1	$11.9M	Buy	300,698 +9,016	+3%	+$366K	0.33%	49
2025 Q4	$11.2M	Sell	291,682 -4,310	-1%	-$164K	0.31%	55
2025 Q3	$11.3M	Sell	295,992 -98,843	-25%	-$3.67M	0.32%	49
2025 Q2	$13.9M	Sell	394,835 -162,466	-29%	-$5.45M	0.42%	35
2025 Q1	$18.7M	Buy	557,301 +36,251	+7%	+$1.29M	0.6%	23
2024 Q4	$18.7M	Buy	521,050 +96,286	+23%	+$3.6M	0.59%	24
2024 Q3	$15.5M	Buy	424,764 +8,542	+2%	+$298K	0.47%	34
2024 Q2	$13.9M	Buy	416,222 +187,339	+82%	+$6.31M	0.44%	38
2024 Q1	$7.97M	Buy	228,883 +190,471	+496%	+$6.22M	0.25%	74
2023 Q4	$1.26M	Sell	38,412 -48,687	-56%	-$1.42M	0.1%	219
2023 Q3	$2.46M	Sell	87,099 -1,684	-2%	-$49.2K	0.09%	233
2023 Q2	$2.51M	Buy	88,783 +15,899	+22%	+$422K	0.09%	242
2023 Q1	$1.94M	Sell	72,884 -49,039	-40%	-$1.36M	0.06%	306
2022 Q4	$3.18M	Sell	121,923 -19,157	-14%	-$497K	0.11%	188
2022 Q3	$3.26M	Buy	141,080 +34,084	+32%	+$867K	0.12%	179
2022 Q2	$2.56M	Buy	106,996 +16,428	+18%	+$430K	0.09%	223
2022 Q1	$2.52M	Buy	90,568 +79,621	+727%	+$2.3M	0.08%	262
2021 Q4	$332K	Buy	10,947 +106	+1%	+$3.16K	0.01%	1031
2021 Q3	$306K	Sell	10,841 -154	-1%	-$4.46K	0.01%	1054
2021 Q2	$320K	Buy	10,995 +1,105	+11%	+$32.6K	0.01%	1047
2021 Q1	$281K	Buy	+9,890	New	+$263K	0.01%	1028

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

Sigma Planning Corp's SDVY Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.8% in Q2 2026, buying an estimated $732K and bringing the position to 318,247 shares worth $13.7M. The position accounts for 0.35% of the portfolio, ranked #46.

Sigma Planning Corp first reported a position in SDVY in Q1 2021 and has held it in 22 quarters since. The position peaked at $18.7M in Q4 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Sigma Planning Corp held 318,247 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13.7M as of Q2 2026.
Sigma Planning Corp bought 17,549 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $732K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.35% of Sigma Planning Corp's portfolio in Q2 2026, its #46 holding.
Sigma Planning Corp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
Sigma Planning Corp's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $18.7M in Q4 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.