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Stephens Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stephens Inc’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 		$3.88M Sell
89,864
-1,296
-1% -$54.1K 0.04% 353
2026
Q1 		$3.59M Sell
91,160
-2,016
-2% -$81.9K 0.05% 354
2025
Q4 		$3.57M Sell
93,176
-2,775
-3% -$105K 0.04% 367
2025
Q3 		$3.65M Buy
95,951
+3,130
+3% +$116K 0.05% 348
2025
Q2 		$3.27M Sell
92,821
-899
-1% -$30.2K 0.05% 355
2025
Q1 		$3.14M Buy
93,720
+4,046
+5% +$144K 0.05% 359
2024
Q4 		$3.21M Buy
89,674
+70,073
+357% +$2.62M 0.05% 345
2024
Q3 		$713K Buy
19,601
+4,827
+33% +$169K 0.01% 704
2024
Q2 		$493K Buy
14,774
+7,151
+94% +$241K 0.01% 802
2024
Q1 		$265K Buy
+7,623
New +$249K ﹤0.01% 1050
2022
Q3 		– Sell
-11,435
Closed -$273K – 1253
2022
Q2 		$273K Sell
11,435
-3,537
-24% -$92.6K 0.01% 955
2022
Q1 		$417K Buy
14,972
+882
+6% +$25.5K 0.01% 885
2021
Q4 		$427K Buy
+14,090
New +$420K 0.01% 905

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Stephens Inc's SDVY Position: Q2 2026 in Review

Stephens Inc reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.4% in Q2 2026, selling an estimated $54.1K and leaving 89,864 shares worth $3.88M. The position accounts for 0.04% of the portfolio, ranked #353.

Stephens Inc first reported a position in SDVY in Q4 2021 and has held it in 13 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Stephens Inc held 89,864 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.88M as of Q2 2026.
  • Stephens Inc sold 1,296 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $54.1K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #353 holding.
  • Stephens Inc first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 13 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.