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Stonebridge Financial Group, LLC/CA’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$6.54M Buy
+151,667
New +$6.33M 0.91% 28

Other funds holding SDVY

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SDVY Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 151,667 shares worth $6.54M. The stake represents 0.91% of the portfolio and ranks #28 among its holdings.

491 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 151,667 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.54M as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.91% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #28 holding.
  • 491 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.