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

World Investment 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	$553K	Sell	13,252 -2,161	-14%	-$90.2K	0.01%	919
2026 Q1	$608K	Buy	15,413 +130	+0.9%	+$5.28K	0.01%	900
2025 Q4	$586K	Buy	+15,283	New	+$580K	0.01%	867
2025 Q3	–	Sell	-28,856	Closed	-$1.02M	–	1277
2025 Q2	$1.02M	Sell	28,856 -1,526	-5%	-$51.2K	0.02%	518
2025 Q1	$1.02M	Sell	30,382 -474	-2%	-$16.9K	0.03%	504
2024 Q4	$1.11M	Buy	30,856 +1,653	+6%	+$61.9K	0.03%	453
2024 Q3	$1.06M	Buy	29,203 +2,151	+8%	+$75.1K	0.03%	413
2024 Q2	$903K	Buy	27,052 +1,479	+6%	+$49.8K	0.06%	288
2024 Q1	$890K	Buy	+25,573	New	+$835K	0.13%	150

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

World Investment Advisors's SDVY Position: Q2 2026 in Review

World Investment Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 14% in Q2 2026, selling an estimated $90.2K and leaving 13,252 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #919.

World Investment Advisors first reported a position in SDVY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

World Investment Advisors held 13,252 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $553K as of Q2 2026.
World Investment Advisors sold 2,161 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $90.2K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #919 holding.
World Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
World Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.11M in Q4 2024.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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