Atlantic Union Bankshares’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$216K Buy
5,483
+3,021
+123% +$123K ﹤0.01% 569
2025
Q4
$94.3K Buy
2,462
+1,500
+156% +$57K ﹤0.01% 763
2025
Q3
$36.6K Hold
962
﹤0.01% 988
2025
Q2
$33.9K Buy
+962
New +$32.3K ﹤0.01% 725

Other funds holding SDVY

Atlantic Union Bankshares's SDVY Position: Q1 2026 in Review

Atlantic Union Bankshares increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 123% in Q1 2026, buying an estimated $123K and bringing the position to 5,483 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Atlantic Union Bankshares first reported a position in SDVY in Q2 2025 and has held it in 4 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Atlantic Union Bankshares held 5,483 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $216K as of Q1 2026.
  • Atlantic Union Bankshares bought 3,021 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $123K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #569 holding.
  • Atlantic Union Bankshares first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 4 quarters since.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.