Central Pacific Bank - Trust Division’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Central Pacific Bank - Trust Division’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	-72,800	Closed	-$2.87M	–	920
2026 Q1	$2.87M	Hold	72,800	–	–	0.37%	65
2025 Q4	$2.79M	Hold	72,800	–	–	0.34%	67
2025 Q3	$2.77M	Buy	72,800 +2,530	+4%	+$93.9K	0.33%	76
2025 Q2	$2.48M	Sell	70,270 -8,755	-11%	-$294K	0.32%	85
2025 Q1	$2.65M	Hold	79,025	–	–	0.37%	68
2024 Q4	$2.83M	Buy	79,025 +25,170	+47%	+$942K	0.37%	55
2024 Q3	$1.96M	Buy	+53,855	New	+$1.88M	0.25%	106

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

Central Pacific Bank - Trust Division's SDVY Position: Q2 2026 in Review

Central Pacific Bank - Trust Division sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 72,800 shares — an estimated $2.87M sold.

Central Pacific Bank - Trust Division first reported a position in SDVY in Q3 2024 and held it in 7 quarters. The position peaked at $2.87M in Q1 2026. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Central Pacific Bank - Trust Division reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Central Pacific Bank - Trust Division sold 72,800 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.87M.
Central Pacific Bank - Trust Division first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 7 quarters.
Central Pacific Bank - Trust Division's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.87M 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 Central Pacific Bank - Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.