Vestmark Advisory Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Vestmark Advisory Solutions’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	$10.9M	Sell	252,468 -777,483	-75%	-$32.4M	0.1%	215
2026 Q1	$40.6M	Buy	1,029,951 +1,022,665	+14,036%	+$41.5M	0.45%	45
2025 Q4	$279K	Buy	+7,286	New	+$277K	﹤0.01%	1119

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

Vestmark Advisory Solutions's SDVY Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 75% in Q2 2026, selling an estimated $32.4M and leaving 252,468 shares worth $10.9M. The position accounts for 0.1% of the portfolio, ranked #215.

Vestmark Advisory Solutions first reported a position in SDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.6M in Q1 2026. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Vestmark Advisory Solutions held 252,468 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $10.9M as of Q2 2026.
Vestmark Advisory Solutions sold 777,483 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $32.4M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.1% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #215 holding.
Vestmark Advisory Solutions first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
Vestmark Advisory Solutions's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $40.6M in Q1 2026.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.