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StoneX Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

StoneX Group’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 		$5.34M Sell
123,802
-130,391
-51% -$5.44M 0.22% 75
2026
Q1 		$10M Sell
254,193
-182,732
-42% -$7.42M 0.54% 28
2025
Q4 		$16.9M Sell
436,925
-2,994
-0.7% -$114K 0.73% 26
2025
Q3 		$16.7M Sell
439,919
-148,013
-25% -$5.49M 0.73% 24
2025
Q2 		$20.7M Sell
587,932
-43,202
-7% -$1.45M 1.01% 18
2025
Q1 		$21.1M Sell
631,134
-54,950
-8% -$1.96M 1.16% 16
2024
Q4 		$24.6M Buy
686,084
+14,995
+2% +$561K 1.35% 12
2024
Q3 		$24.4M Buy
671,089
+69,956
+12% +$2.44M 1.78% 8
2024
Q2 		$20.1M Buy
601,133
+425,272
+242% +$14.3M 1.6% 9
2024
Q1 		$6.12M Buy
175,861
+39,722
+29% +$1.3M 0.55% 32
2023
Q4 		$4.46M Buy
136,139
+74,498
+121% +$2.17M 0.44% 38
2023
Q3 		$1.74M Buy
61,641
+38,108
+162% +$1.11M 0.19% 103
2023
Q2 		$666K Buy
23,533
+922
+4% +$24.5K 0.07% 247
2023
Q1 		$603K Buy
22,611
+138
+0.6% +$3.83K 0.07% 266
2022
Q4 		$587K Sell
22,473
-2,741
-11% -$71.2K 0.07% 258
2022
Q3 		$583K Buy
25,214
+3,529
+16% +$89.8K 0.08% 238
2022
Q2 		$518K Sell
21,685
-1,371
-6% -$35.9K 0.06% 281
2022
Q1 		$643K Buy
23,056
+3,160
+16% +$91.3K 0.05% 305
2021
Q4 		$603K Buy
+19,896
New +$592K 0.07% 259

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

StoneX Group's SDVY Position: Q2 2026 in Review

StoneX Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 51% in Q2 2026, selling an estimated $5.44M and leaving 123,802 shares worth $5.34M. The position accounts for 0.22% of the portfolio, ranked #75.

StoneX Group first reported a position in SDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.6M in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • StoneX Group held 123,802 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.34M as of Q2 2026.
  • StoneX Group sold 130,391 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.44M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.22% of StoneX Group's portfolio in Q2 2026, its #75 holding.
  • StoneX Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
  • StoneX Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $24.6M 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 StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.