Signature Estate & Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Signature Estate & Investment Advisors’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	–	Sell	-5,723	Closed	-$226K	–	699
2026 Q1	$226K	Buy	5,723 +399	+7%	+$16.2K	﹤0.01%	602
2025 Q4	$204K	Buy	+5,324	New	+$202K	﹤0.01%	588
2025 Q2	–	Sell	-14,276	Closed	-$478K	–	593
2025 Q1	$478K	Buy	+14,276	New	+$509K	0.01%	347

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 Estate & Investment Advisors's SDVY Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 5,723 shares — an estimated $226K sold.

Signature Estate & Investment Advisors first reported a position in SDVY in Q1 2025 and held it in 3 quarters. The position peaked at $478K in Q1 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 5,723 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $226K.
Signature Estate & Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and held it in 3 quarters.
Signature Estate & Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $478K 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 Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.