Stifel Financial
SDVY icon

Stifel Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stifel Financial’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 		$170M Buy
3,948,162
+2,733
+0.1% +$114K 0.14% 166
2026
Q1 		$156M Sell
3,945,429
-222,431
-5% -$9.03M 0.14% 165
2025
Q4 		$160M Buy
4,167,860
+189,858
+5% +$7.21M 0.14% 160
2025
Q3 		$151M Buy
3,978,002
+514,457
+15% +$19.1M 0.14% 162
2025
Q2 		$122M Sell
3,463,545
-15,926
-0.5% -$534K 0.12% 182
2025
Q1 		$117M Buy
3,479,471
+707,718
+26% +$25.2M 0.12% 182
2024
Q4 		$99.4M Buy
2,771,753
+286,502
+12% +$10.7M 0.1% 202
2024
Q3 		$90.4M Buy
2,485,251
+347,799
+16% +$12.1M 0.09% 212
2024
Q2 		$71.3M Buy
2,137,452
+45,914
+2% +$1.55M 0.08% 241
2024
Q1 		$72.8M Buy
2,091,538
+522,254
+33% +$17M 0.08% 239
2023
Q4 		$51.4M Buy
1,569,284
+574,141
+58% +$16.8M 0.06% 276
2023
Q3 		$28.1M Buy
995,143
+141,410
+17% +$4.13M 0.04% 375
2023
Q2 		$24.2M Buy
853,733
+308,635
+57% +$8.19M 0.03% 412
2023
Q1 		$14.5M Buy
545,098
+69,175
+15% +$1.92M 0.02% 558
2022
Q4 		$12.4M Buy
475,923
+152,914
+47% +$3.97M 0.02% 593
2022
Q3 		$7.47M Sell
323,009
-30,727
-9% -$782K 0.01% 753
2022
Q2 		$8.45M Sell
353,736
-323,440
-48% -$8.47M 0.01% 719
2022
Q1 		$18.9M Sell
677,176
-22,321
-3% -$645K 0.03% 524
2021
Q4 		$21.2M Buy
699,497
+346,582
+98% +$10.3M 0.03% 490
2021
Q3 		$9.98M Sell
352,915
-49,210
-12% -$1.42M 0.01% 715
2021
Q2 		$11.7M Buy
402,125
+393,518
+4,572% +$11.6M 0.02% 653
2021
Q1 		$244K Buy
+8,607
New +$229K ﹤0.01% 2905

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

Stifel Financial's SDVY Position: Q2 2026 in Review

Stifel Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.07% in Q2 2026, buying an estimated $114K and bringing the position to 3,948,162 shares worth $170M. The position accounts for 0.14% of the portfolio, ranked #166.

Stifel Financial first reported a position in SDVY in Q1 2021 and has held it in 22 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Stifel Financial held 3,948,162 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $170M as of Q2 2026.
  • Stifel Financial bought 2,733 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $114K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Stifel Financial's portfolio in Q2 2026, its #166 holding.
  • Stifel Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.