Bank of Jackson Hole Trust’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bank of Jackson Hole Trust’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	–	Sell	-2,560	Closed	-$101K	–	382
2026 Q1	$101K	Hold	2,560	–	–	0.05%	186
2025 Q4	$98.1K	Buy	2,560 +1,910	+294%	+$72.5K	0.05%	180
2025 Q3	$24.7K	Buy	+650	New	+$24.1K	0.01%	311
2025 Q1	–	Sell	-485	Closed	-$17.4K	–	513
2024 Q4	$17.4K	Buy	+485	New	+$18.1K	0.01%	324

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

Bank of Jackson Hole Trust's SDVY Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 2,560 shares — an estimated $101K sold.

Bank of Jackson Hole Trust first reported a position in SDVY in Q4 2024 and held it in 4 quarters. The position peaked at $101K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 2,560 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $101K.
Bank of Jackson Hole Trust first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 4 quarters.
Bank of Jackson Hole Trust's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $101K in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.