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 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

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

Citigroup's SDVY Position: Q2 2026 in Review

Citigroup increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2.9% in Q2 2026, buying an estimated $55.1K and bringing the position to 46,379 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Citigroup first reported a position in SDVY in Q2 2021 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Citigroup held 46,379 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2M as of Q2 2026.
Citigroup bought 1,321 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $55.1K.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #2931 holding.
Citigroup first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 7 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.