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Steward Partners Investment Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Steward Partners Investment Advisory’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 		$15M Sell
346,846
-174,692
-33% -$7.29M 0.08% 257
2026
Q1 		$20.6M Buy
521,538
+20,592
+4% +$836K 0.1% 173
2025
Q4 		$19.2M Buy
500,946
+6,389
+1% +$243K 0.11% 170
2025
Q3 		$18.8M Sell
494,557
-7,829
-2% -$290K 0.11% 171
2025
Q2 		$17.7M Sell
502,386
-97,843
-16% -$3.28M 0.14% 150
2025
Q1 		$20.1M Sell
600,229
-480,666
-44% -$17.1M 0.18% 114
2024
Q4 		$38.8M Buy
1,080,895
+175,217
+19% +$6.56M 0.34% 57
2024
Q3 		$32.9M Buy
905,678
+287,747
+47% +$10M 0.3% 68
2024
Q2 		$20.6M Sell
617,931
-62,842
-9% -$2.12M 0.22% 96
2024
Q1 		$23.7M Buy
680,773
+224,747
+49% +$7.34M 0.26% 79
2023
Q4 		$14.9M Buy
456,026
+237,595
+109% +$6.93M 0.2% 105
2023
Q3 		$6.17M Sell
218,431
-56,505
-21% -$1.65M 0.09% 224
2023
Q2 		$7.78M Buy
274,936
+88,226
+47% +$2.34M 0.12% 186
2023
Q1 		$4.98M Sell
186,710
-12,242
-6% -$340K 0.08% 256
2022
Q4 		$5.18M Sell
198,952
-8,607
-4% -$223K 0.09% 244
2022
Q3 		$4.8M Buy
207,559
+123,919
+148% +$3.15M 0.09% 242
2022
Q2 		$2M Sell
83,640
-134,609
-62% -$3.53M 0.04% 435
2022
Q1 		$6.08M Buy
218,249
+202,660
+1,300% +$5.85M 0.09% 221
2021
Q4 		$472K Buy
15,589
+13,353
+597% +$398K 0.01% 955
2021
Q3 		$63K Buy
+2,236
New +$64.7K ﹤0.01% 1769
2021
Q2 		– Sell
-1,000
Closed -$28.4K – 7362
2021
Q1 		$28.4K Buy
+1,000
New +$26.6K ﹤0.01% 2293

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

Steward Partners Investment Advisory's SDVY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 33% in Q2 2026, selling an estimated $7.29M and leaving 346,846 shares worth $15M. The position accounts for 0.08% of the portfolio, ranked #257.

Steward Partners Investment Advisory first reported a position in SDVY in Q1 2021 and has held it in 21 quarters since. The position peaked at $38.8M in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Steward Partners Investment Advisory held 346,846 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $15M as of Q2 2026.
  • Steward Partners Investment Advisory sold 174,692 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $7.29M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #257 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $38.8M in Q4 2024.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.