Waverly Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Waverly Advisors’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	$3.13M	Buy	72,462 +1,727	+2%	+$72.1K	0.02%	584
2026 Q1	$2.79M	Buy	70,735 +3,309	+5%	+$134K	0.02%	570
2025 Q4	$2.58M	Buy	67,426 +654	+1%	+$24.8K	0.02%	533
2025 Q3	$2.54M	Buy	66,772 +5,860	+10%	+$217K	0.03%	468
2025 Q2	$2.15M	Sell	60,912 -1,872	-3%	-$62.8K	0.02%	477
2025 Q1	$2.1M	Buy	+62,784	New	+$2.24M	0.03%	470
2023 Q2	–	Sell	-93,186	Closed	-$2.48M	–	372
2023 Q1	$2.48M	Sell	93,186 -10,801	-10%	-$300K	0.13%	92
2022 Q4	$2.71M	Buy	+103,987	New	+$2.7M	0.15%	78

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

Waverly Advisors's SDVY Position: Q2 2026 in Review

Waverly Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.4% in Q2 2026, buying an estimated $72.1K and bringing the position to 72,462 shares worth $3.13M. The position accounts for 0.02% of the portfolio, ranked #584.

Waverly Advisors first reported a position in SDVY in Q4 2022 and has held it in 8 quarters since. 578 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Waverly Advisors held 72,462 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.13M as of Q2 2026.
Waverly Advisors bought 1,727 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $72.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #584 holding.
Waverly Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2022 and has held it in 8 quarters since.
578 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.