SSI Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

SSI Investment Management’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	-166,963	Closed	-$6.58M	–	253
2026 Q1	$6.58M	Sell	166,963 -707	-0.4%	-$28.7K	0.45%	77
2025 Q4	$6.43M	Sell	167,670 -399	-0.2%	-$15.1K	0.44%	74
2025 Q3	$6.39M	Buy	168,069 +1,906	+1%	+$70.7K	0.44%	80
2025 Q2	$5.86M	Sell	166,163 -10,639	-6%	-$357K	0.41%	86
2025 Q1	$5.92M	Sell	176,802 -6,877	-4%	-$245K	0.46%	69
2024 Q4	$6.58M	Buy	183,679 +66,569	+57%	+$2.49M	0.49%	66
2024 Q3	$4.26M	Buy	+117,110	New	+$4.09M	0.31%	110

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

SSI Investment Management's SDVY Position: Q2 2026 in Review

SSI Investment Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 166,963 shares — an estimated $6.58M sold.

SSI Investment Management first reported a position in SDVY in Q3 2024 and held it in 7 quarters. The position peaked at $6.58M in Q4 2024. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

SSI Investment Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
SSI Investment Management sold 166,963 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $6.58M.
SSI Investment Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 7 quarters.
SSI Investment Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.58M in Q4 2024.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on SSI Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.