Tower Research Capital (TRC)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Tower Research Capital (TRC)’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	$2.87M	Buy	66,610 +27,457	+70%	+$1.15M	0.07%	242
2026 Q1	$1.54M	Buy	39,153 +23,792	+155%	+$966K	0.04%	412
2025 Q4	$589K	Buy	+15,361	New	+$583K	0.01%	744
2025 Q1	–	Sell	-7,717	Closed	-$277K	–	5718
2024 Q4	$277K	Buy	+7,717	New	+$289K	0.01%	1474
2024 Q1	–	Sell	-422	Closed	-$13.8K	–	6107
2023 Q4	$13.8K	Buy	+422	New	+$12.3K	﹤0.01%	3931
2023 Q2	–	Sell	-23,437	Closed	-$625K	–	6331
2023 Q1	$625K	Buy	23,437 +12,137	+107%	+$337K	0.02%	707
2022 Q4	$294K	Sell	11,300 -5,038	-31%	-$131K	0.01%	1034
2022 Q3	$378K	Buy	16,338 +717	+5%	+$18.2K	0.01%	1362
2022 Q2	$373K	Sell	15,621 -16,015	-51%	-$419K	0.01%	1320
2022 Q1	$882K	Buy	+31,636	New	+$914K	0.01%	843
2020 Q2	–	Sell	-518	Closed	-$7K	–	4966
2020 Q1	$7K	Buy	+518	New	+$9.99K	﹤0.01%	2186

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Tower Research Capital (TRC)'s SDVY Position: Q2 2026 in Review

Tower Research Capital (TRC) increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 70% in Q2 2026, buying an estimated $1.15M and bringing the position to 66,610 shares worth $2.87M. The position accounts for 0.07% of the portfolio, ranked #242.

Tower Research Capital (TRC) first reported a position in SDVY in Q1 2020 and has held it in 11 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Tower Research Capital (TRC) held 66,610 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.87M as of Q2 2026.
Tower Research Capital (TRC) bought 27,457 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.15M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #242 holding.
Tower Research Capital (TRC) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2020 and has held it in 11 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.