Signature Equity Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Signature Equity Partners’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	$1.29K	Hold	30	–	–	﹤0.01%	1263
2026 Q1	$1.18K	Sell	30 -9	-23%	-$366	﹤0.01%	1216
2025 Q4	$1.49K	Buy	+39	New	+$1.48K	﹤0.01%	1299

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

Signature Equity Partners's SDVY Position: Q2 2026 in Review

Signature Equity Partners held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 30 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Signature Equity Partners first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49K in Q4 2025. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Signature Equity Partners held 30 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.29K as of Q2 2026.
Signature Equity Partners left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1263 holding.
Signature Equity Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.49K in Q4 2025.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.