Snowden Capital Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Snowden Capital 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	$1.18M	Sell	27,423 -1,051	-4%	-$43.9K	0.03%	511
2026 Q1	$1.12M	Buy	28,474 +1,536	+6%	+$62.4K	0.03%	498
2025 Q4	$1.03M	Buy	26,938 +218	+0.8%	+$8.28K	0.03%	523
2025 Q3	$1.02M	Buy	26,720 +867	+3%	+$32.2K	0.03%	521
2025 Q2	$912K	Buy	25,853 +2,070	+9%	+$69.5K	0.03%	554
2025 Q1	$797K	Buy	23,783 +2,621	+12%	+$93.5K	0.03%	582
2024 Q4	$759K	Buy	21,162 +2,474	+13%	+$92.6K	0.02%	605
2024 Q3	$680K	Buy	18,688 +2,884	+18%	+$101K	0.02%	639
2024 Q2	$528K	Sell	15,804 -1,100	-7%	-$37K	0.02%	728
2024 Q1	$589K	Buy	16,904 +1,833	+12%	+$59.8K	0.02%	689
2023 Q4	$494K	Buy	+15,071	New	+$440K	0.02%	699
2023 Q3	–	Sell	-43,019	Closed	-$1.22M	–	1174
2023 Q2	$1.22M	Buy	43,019 +1,578	+4%	+$41.9K	0.04%	409
2023 Q1	$1.1M	Sell	41,441 -41,520	-50%	-$1.15M	0.04%	435
2022 Q4	$2.16M	Buy	82,961 +1,780	+2%	+$46.2K	0.09%	266
2022 Q3	$1.88M	Buy	81,181 +273	+0.3%	+$6.95K	0.08%	274
2022 Q2	$1.93M	Sell	80,908 -145	-0.2%	-$3.8K	0.09%	264
2022 Q1	$2.26M	Buy	81,053 +7,275	+10%	+$210K	0.09%	248
2021 Q4	$2.23M	Buy	+73,778	New	+$2.2M	0.11%	222

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

Snowden Capital Advisors's SDVY Position: Q2 2026 in Review

Snowden Capital Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.7% in Q2 2026, selling an estimated $43.9K and leaving 27,423 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #511.

Snowden Capital Advisors first reported a position in SDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.26M in Q1 2022. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Snowden Capital Advisors held 27,423 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.18M as of Q2 2026.
Snowden Capital Advisors sold 1,051 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $43.9K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Snowden Capital Advisors's portfolio in Q2 2026, its #511 holding.
Snowden Capital Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
Snowden Capital Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.26M in Q1 2022.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.