Bank of Montreal’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
Bank of Montreal's SDVY Position: Q1 2026 in Review
Bank of Montreal increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.2% in Q1 2026, buying an estimated $4.35K and bringing the position to 4,951 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2933.
Bank of Montreal first reported a position in SDVY in Q4 2023 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.
- Bank of Montreal held 4,951 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $195K as of Q1 2026.
- Bank of Montreal bought 107 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $4.35K.
- First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2933 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 7 quarters since.
- 566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.