Wells Fargo
SDVY icon

Wells Fargo’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Wells Fargo’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 		$572M Buy
13,258,924
+635,315
+5% +$26.5M 0.09% 195
2026
Q1 		$498M Buy
12,623,609
+184,206
+1% +$7.48M 0.09% 202
2025
Q4 		$477M Sell
12,439,403
-86,137
-0.7% -$3.27M 0.09% 203
2025
Q3 		$476M Buy
12,525,540
+553,476
+5% +$20.5M 0.09% 195
2025
Q2 		$422M Sell
11,972,064
-1,263,819
-10% -$42.4M 0.09% 207
2025
Q1 		$443M Buy
13,235,883
+503,763
+4% +$18M 0.1% 189
2024
Q4 		$456M Buy
12,732,120
+2,172,523
+21% +$81.3M 0.1% 176
2024
Q3 		$384M Buy
10,559,597
+1,571,858
+17% +$54.9M 0.09% 208
2024
Q2 		$300M Buy
8,987,739
+1,625,738
+22% +$54.7M 0.07% 230
2024
Q1 		$256M Buy
7,362,001
+2,884,233
+64% +$94.2M 0.06% 255
2023
Q4 		$147M Buy
4,477,768
+2,009,597
+81% +$58.7M 0.04% 359
2023
Q3 		$69.7M Buy
2,468,171
+951,468
+63% +$27.8M 0.02% 560
2023
Q2 		$42.9M Buy
1,516,703
+50,079
+3% +$1.33M 0.01% 769
2023
Q1 		$39.1M Buy
1,466,624
+374,804
+34% +$10.4M 0.01% 786
2022
Q4 		$28.4M Buy
1,091,820
+670,673
+159% +$17.4M 0.01% 917
2022
Q3 		$9.74M Buy
421,147
+420,834
+134,452% +$10.7M ﹤0.01% 1541
2022
Q2 		$7K Buy
313
+2
+0.6% +$52 ﹤0.01% 5908
2022
Q1 		$9K Buy
+311
New +$8.98K ﹤0.01% 6314
2021
Q4 		– Sell
-1
Closed -$30 – 7727
2021
Q3 		$0 Hold
1
– – ﹤0.01% 7438
2021
Q2 		$0 Hold
1
– – ﹤0.01% 7363
2021
Q1 		$0 Buy
+1
New +$27 ﹤0.01% 7309
2020
Q4 		– Sell
-1
Closed -$22 – 6945
2020
Q3 		$0 Hold
1
– – ﹤0.01% 6818
2020
Q2 		$0 Hold
1
– – ﹤0.01% 6746
2020
Q1 		$0 Hold
1
– – ﹤0.01% 6717
2019
Q4 		$0 Hold
1
– – ﹤0.01% 6687
2019
Q3 		$0 Hold
1
– – ﹤0.01% 6669
2019
Q2 		$0 Hold
1
– – ﹤0.01% 6586
2019
Q1 		$0 Buy
+1
New +$20 ﹤0.01% 6395

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
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
UBS Group
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
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

Wells Fargo's SDVY Position: Q2 2026 in Review

Wells Fargo increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5% in Q2 2026, buying an estimated $26.5M and bringing the position to 13,258,924 shares worth $572M. The position accounts for 0.09% of the portfolio, ranked #195.

Wells Fargo first reported a position in SDVY in Q1 2019 and has held it in 28 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Wells Fargo held 13,258,924 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $572M as of Q2 2026.
  • Wells Fargo bought 635,315 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $26.5M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Wells Fargo's portfolio in Q2 2026, its #195 holding.
  • Wells Fargo first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2019 and has held it in 28 quarters since.
  • 579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.