William Blair & Company
SDVY icon

William Blair & Company’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

William Blair & Company’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 		$77.3M Buy
1,792,212
+311,654
+21% +$13M 0.2% 110
2026
Q1 		$58.4M Buy
1,480,558
+173,007
+13% +$7.03M 0.17% 128
2025
Q4 		$50.1M Buy
1,307,551
+27,025
+2% +$1.03M 0.13% 142
2025
Q3 		$48.7M Buy
1,280,526
+15,306
+1% +$568K 0.13% 145
2025
Q2 		$44.6M Sell
1,265,220
-5,277
-0.4% -$177K 0.12% 150
2025
Q1 		$42.6M Buy
1,270,497
+26,986
+2% +$963K 0.13% 150
2024
Q4 		$44.6M Buy
1,243,511
+149,453
+14% +$5.59M 0.13% 145
2024
Q3 		$39.8M Buy
1,094,058
+68,793
+7% +$2.4M 0.12% 149
2024
Q2 		$34.2M Buy
1,025,265
+58,804
+6% +$1.98M 0.11% 155
2024
Q1 		$33.7M Buy
966,461
+237,950
+33% +$7.77M 0.11% 152
2023
Q4 		$23.9M Buy
728,511
+160,677
+28% +$4.69M 0.08% 186
2023
Q3 		$16M Buy
567,834
+259,029
+84% +$7.56M 0.06% 225
2023
Q2 		$8.74M Buy
308,805
+141,105
+84% +$3.74M 0.03% 338
2023
Q1 		$4.47M Buy
167,700
+38,665
+30% +$1.07M 0.02% 464
2022
Q4 		$3.36M Buy
129,035
+126,695
+5,414% +$3.29M 0.01% 517
2022
Q3 		$54K Buy
2,340
+400
+21% +$10.2K ﹤0.01% 1587
2022
Q2 		$46K Hold
1,940
– – ﹤0.01% 1639
2022
Q1 		$54K Buy
1,940
+1,425
+277% +$41.2K ﹤0.01% 1706
2021
Q4 		$16K Hold
515
– – ﹤0.01% 1869
2021
Q3 		$15K Buy
+515
New +$14.9K ﹤0.01% 1783

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

William Blair & Company's SDVY Position: Q2 2026 in Review

William Blair & Company increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 21% in Q2 2026, buying an estimated $13M and bringing the position to 1,792,212 shares worth $77.3M. The position accounts for 0.2% of the portfolio, ranked #110.

William Blair & Company first reported a position in SDVY in Q3 2021 and has held it in 20 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • William Blair & Company held 1,792,212 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $77.3M as of Q2 2026.
  • William Blair & Company bought 311,654 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $13M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of William Blair & Company's portfolio in Q2 2026, its #110 holding.
  • William Blair & Company first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
  • 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.