Bank of New York Mellon’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
Q2
$2.44M Buy
56,482
+9,176
+19% +$383K ﹤0.01% 2827
2026
Q1
$1.87M Buy
47,306
+5,529
+13% +$225K ﹤0.01% 2842
2025
Q4
$1.6M Buy
41,777
+6,410
+18% +$243K ﹤0.01% 2970
2025
Q3
$1.34M Buy
+35,367
New +$1.31M ﹤0.01% 3038
2025
Q1
Sell
-7,943
Closed -$285K 4166
2024
Q4
$285K Buy
7,943
+1,067
+16% +$39.9K ﹤0.01% 3810
2024
Q3
$250K Sell
6,876
-4,670
-40% -$163K ﹤0.01% 3842
2024
Q2
$385K Buy
11,546
+2,919
+34% +$98.3K ﹤0.01% 3704
2024
Q1
$300K Buy
+8,627
New +$282K ﹤0.01% 3773

Other funds holding SDVY

Bank of New York Mellon's SDVY Position: Q2 2026 in Review

Bank of New York Mellon increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 19% in Q2 2026, buying an estimated $383K and bringing the position to 56,482 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Bank of New York Mellon first reported a position in SDVY in Q1 2024 and has held it in 8 quarters since. 429 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Bank of New York Mellon held 56,482 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.44M as of Q2 2026.
  • Bank of New York Mellon bought 9,176 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $383K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2827 holding.
  • Bank of New York Mellon first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 8 quarters since.
  • 429 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.