Bank of Montreal’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
HI
Bank of Montreal's SDVY Position: Q2 2026 in Review
Bank of Montreal reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 23% in Q2 2026, selling an estimated $47K and leaving 3,824 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.
Bank of Montreal first reported a position in SDVY in Q4 2023 and has held it in 8 quarters since. The position peaked at $195K in Q1 2026. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.
- Bank of Montreal held 3,824 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $165K as of Q2 2026.
- Bank of Montreal sold 1,127 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $47K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3080 holding.
- Bank of Montreal first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 8 quarters since.
- Bank of Montreal's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $195K in Q1 2026.
- 580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.