Y-Intercept (HK)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Y-Intercept (HK)’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	$4.36M	Buy	+100,961	New	+$4.21M	0.09%	325
2026 Q1	–	Sell	-71,348	Closed	-$2.73M	–	2003
2025 Q4	$2.73M	Buy	71,348 +27,875	+64%	+$1.06M	0.06%	470
2025 Q3	$1.65M	Sell	43,473 -36,869	-46%	-$1.37M	0.04%	718
2025 Q2	$2.83M	Buy	+80,342	New	+$2.7M	0.07%	446
2024 Q4	–	Sell	-100,110	Closed	-$3.64M	–	1604
2024 Q3	$3.64M	Buy	+100,110	New	+$3.49M	0.22%	84
2024 Q2	–	Sell	-44,191	Closed	-$1.54M	–	1863
2024 Q1	$1.54M	Buy	+44,191	New	+$1.44M	0.12%	227

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

Y-Intercept (HK)'s SDVY Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 100,961 shares worth $4.36M. The stake represents 0.09% of the portfolio and ranks #325 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SDVY as recently as Q4 2025.

Y-Intercept (HK) first reported a position in SDVY in Q1 2024 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Y-Intercept (HK) held 100,961 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.36M as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Y-Intercept (HK) position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.09% of Y-Intercept (HK)'s portfolio in Q2 2026, its #325 holding.
Y-Intercept (HK) first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 6 quarters since.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.