UBS Group
SDVY icon

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

UBS 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 		$290M Buy
6,713,889
+424,879
+7% +$17.7M 0.04% 486
2026
Q1 		$248M Sell
6,289,010
-652,155
-9% -$26.5M 0.04% 515
2025
Q4 		$266M Buy
6,941,165
+194,373
+3% +$7.38M 0.04% 439
2025
Q3 		$257M Buy
6,746,792
+344,834
+5% +$12.8M 0.04% 455
2025
Q2 		$226M Sell
6,401,958
-347,601
-5% -$11.7M 0.04% 485
2025
Q1 		$226M Buy
6,749,559
+130,692
+2% +$4.66M 0.04% 450
2024
Q4 		$237M Buy
6,618,867
+596,265
+10% +$22.3M 0.04% 425
2024
Q3 		$219M Buy
6,022,602
+1,360,184
+29% +$47.5M 0.05% 368
2024
Q2 		$156M Buy
4,662,418
+820,217
+21% +$27.6M 0.04% 443
2024
Q1 		$134M Buy
3,842,201
+2,136,226
+125% +$69.7M 0.03% 514
2023
Q4 		$55.9M Buy
1,705,975
+530,102
+45% +$15.5M 0.02% 918
2023
Q3 		$33.2M Buy
1,175,873
+493,510
+72% +$14.4M 0.01% 1110
2023
Q2 		$19.3M Buy
682,363
+163,078
+31% +$4.33M 0.01% 1476
2023
Q1 		$13.8M Buy
519,285
+47,321
+10% +$1.31M 0.01% 1659
2022
Q4 		$12.3M Buy
471,964
+81,667
+21% +$2.12M ﹤0.01% 1766
2022
Q3 		$9.03M Buy
390,297
+55,296
+17% +$1.41M ﹤0.01% 1873
2022
Q2 		$8M Buy
335,001
+84,194
+34% +$2.2M ﹤0.01% 1978
2022
Q1 		$6.99M Buy
250,807
+250,244
+44,448% +$7.23M ﹤0.01% 2232
2021
Q4 		$17K Buy
+563
New +$16.8K ﹤0.01% 8079
2020
Q3 		– Sell
-200
Closed -$4K – 8361
2020
Q2 		$4K Buy
+200
New +$3.27K ﹤0.01% 7469
2019
Q2 		– Sell
-494
Closed -$10K – 8120
2019
Q1 		$10K Sell
494
-1,391
-74% -$27.3K ﹤0.01% 6817
2018
Q4 		$33K Buy
+1,885
New +$36.6K ﹤0.01% 6416

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
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group's SDVY Position: Q2 2026 in Review

UBS Group increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.8% in Q2 2026, buying an estimated $17.7M and bringing the position to 6,713,889 shares worth $290M. The position accounts for 0.04% of the portfolio, ranked #486.

UBS Group first reported a position in SDVY in Q4 2018 and has held it in 22 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • UBS Group held 6,713,889 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $290M as of Q2 2026.
  • UBS Group bought 424,879 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $17.7M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.04% of UBS Group's portfolio in Q2 2026, its #486 holding.
  • UBS Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2018 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.