VanEck Associates’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

VanEck Associates’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
2025 Q4	–	Sell	-39	Closed	-$1K	–	1489
2025 Q3	$1K	Hold	39	–	–	﹤0.01%	1426
2025 Q2	$1K	Hold	39	–	–	﹤0.01%	1393
2025 Q1	$1K	Hold	39	–	–	﹤0.01%	1389
2024 Q4	$1K	Hold	39	–	–	﹤0.01%	1386
2024 Q3	$1K	Sell	39 -924	-96%	-$32.3K	﹤0.01%	1377
2024 Q2	$32K	Hold	963	–	–	﹤0.01%	1311
2024 Q1	$34K	Buy	+963	New	+$31.4K	﹤0.01%	1297

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

VanEck Associates's SDVY Position: Q4 2025 in Review

VanEck Associates sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 39 shares — an estimated $1K sold.

VanEck Associates first reported a position in SDVY in Q1 2024 and held it in 7 quarters. The position peaked at $34K in Q1 2024. 534 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

VanEck Associates reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
VanEck Associates sold 39 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $1K.
VanEck Associates first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and held it in 7 quarters.
VanEck Associates's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $34K in Q1 2024.
534 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on VanEck Associates's 13F filing for Q4 2025, filed 13 Feb 2026.