Citigroup’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Citigroup’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 Q3	$1.93M	Buy	47,590 +1,211	+3%	+$52.3K	﹤0.01%	2851
2026 Q2	$2M	Buy	46,379 +1,321	+3%	+$55.1K	﹤0.01%	2931
2026 Q1	$1.78M	Buy	45,058 +9,030	+25%	+$367K	﹤0.01%	2741
2025 Q4	$1.38M	Buy	36,028 +9,455	+36%	+$359K	﹤0.01%	2922
2025 Q3	$1.01M	Buy	26,573 +17,102	+181%	+$634K	﹤0.01%	3156
2025 Q2	$334K	Buy	9,471 +9,046	+2,128%	+$304K	﹤0.01%	3836
2025 Q1	$14.2K	Buy	+425	New	+$15.2K	﹤0.01%	5146
2021 Q3	–	Sell	-1,035	Closed	-$30K	–	6240
2021 Q2	$30K	Buy	+1,035	New	+$30.5K	﹤0.01%	5090

Other funds holding SDVY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Citigroup's SDVY Position: Q3 2026 in Review

Citigroup increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.6% in Q3 2026, buying an estimated $52.3K and bringing the position to 47,590 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Citigroup first reported a position in SDVY in Q2 2021 and has held it in 8 quarters since. The position peaked at $2M in Q2 2026. 283 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Citigroup held 47,590 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.93M as of Q3 2026.
Citigroup bought 1,211 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $52.3K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2851 holding.
Citigroup first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 8 quarters since.
Citigroup's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2M in Q2 2026.
283 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.