Valley National Advisers’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Valley National Advisers’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	$3.53M	Buy	81,775 +1,937	+2%	+$80.8K	0.39%	48
2026 Q1	$3.15M	Buy	79,838 +17,355	+28%	+$705K	0.41%	49
2025 Q4	$2.39M	Buy	62,483 +3,684	+6%	+$140K	0.33%	65
2025 Q3	$2.23M	Buy	58,799 +282	+0.5%	+$10.5K	0.35%	67
2025 Q2	$2.06M	Buy	58,517 +180	+0.3%	+$6.04K	0.34%	79
2025 Q1	$1.95M	Buy	58,337 +4,340	+8%	+$155K	0.35%	70
2024 Q4	$1.94M	Buy	53,997 +5,857	+12%	+$219K	0.35%	71
2024 Q3	$1.75M	Buy	+48,140	New	+$1.68M	0.32%	91

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

Valley National Advisers's SDVY Position: Q2 2026 in Review

Valley National Advisers increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.4% in Q2 2026, buying an estimated $80.8K and bringing the position to 81,775 shares worth $3.53M. The position accounts for 0.39% of the portfolio, ranked #48.

Valley National Advisers first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Valley National Advisers held 81,775 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.53M as of Q2 2026.
Valley National Advisers bought 1,937 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $80.8K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.39% of Valley National Advisers's portfolio in Q2 2026, its #48 holding.
Valley National Advisers first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.