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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

William Blair & Company's SDVY Position: Q1 2026 in Review

William Blair & Company increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 13% in Q1 2026, buying an estimated $7.03M and bringing the position to 1,480,558 shares worth $58.4M. The position accounts for 0.17% of the portfolio, ranked #128.

William Blair & Company first reported a position in SDVY in Q3 2021 and has held it in 19 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

William Blair & Company held 1,480,558 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $58.4M as of Q1 2026.
William Blair & Company bought 173,007 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $7.03M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.17% of William Blair & Company's portfolio in Q1 2026, its #128 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 19 quarters since.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.