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

Sovran 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	$653K	Sell	14,957 -1,091	-7%	-$45.5K	0.05%	322
2026 Q1	$679K	Sell	16,048 -388	-2%	-$15.8K	0.05%	299
2025 Q4	$668K	Buy	16,436 +1	+0%	+$38	0.06%	293
2025 Q3	$615K	Buy	16,435 +6,769	+70%	+$251K	0.05%	294
2025 Q2	$350K	Buy	9,666 +1,651	+21%	+$55.4K	0.04%	376
2025 Q1	$251K	Sell	8,015 -2,531	-24%	-$90.3K	0.03%	408
2024 Q4	$386K	Buy	+10,546	New	+$395K	0.06%	302

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

Sovran Advisors's SDVY Position: Q2 2026 in Review

Sovran Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.8% in Q2 2026, selling an estimated $45.5K and leaving 14,957 shares worth $653K. The position accounts for 0.05% of the portfolio, ranked #322.

Sovran Advisors first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $679K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Sovran Advisors held 14,957 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $653K as of Q2 2026.
Sovran Advisors sold 1,091 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $45.5K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #322 holding.
Sovran Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $679K in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.