Smith, Moore & Co’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Smith, Moore & Co's SDVY Position: Q2 2026 in Review
Smith, Moore & Co increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 16% in Q2 2026, buying an estimated $165K and bringing the position to 28,329 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #206.
Smith, Moore & Co first reported a position in SDVY in Q1 2024 and has held it in 10 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Smith, Moore & Co held 28,329 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.22M as of Q2 2026.
- Smith, Moore & Co bought 3,947 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $165K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Smith, Moore & Co's portfolio in Q2 2026, its #206 holding.
- Smith, Moore & Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
- 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.