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

Torren 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 		$54.7K Buy
1,268
+3
+0.2% +$125 0.03% 56
2026
Q1 		$49.9K Buy
+1,265
New +$51.4K 0.02% 51

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Torren Management's SDVY Position: Q2 2026 in Review

Torren Management increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 0.24% in Q2 2026, buying an estimated $125 and bringing the position to 1,268 shares worth $54.7K. The position accounts for 0.03% of the portfolio, ranked #56.

Torren Management first reported a position in SDVY in Q1 2026 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Torren Management held 1,268 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $54.7K as of Q2 2026.
  • Torren Management bought 3 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $125.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.03% of Torren Management's portfolio in Q2 2026, its #56 holding.
  • Torren Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Torren Management's 13F filing for Q2 2026, filed 10 Jul 2026.