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

City Holding Co’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	$1.78M	Buy	41,191 +2,030	+5%	+$84.7K	0.2%	115
2026 Q1	$1.54M	Sell	39,161 -1,835	-4%	-$74.5K	0.19%	118
2025 Q4	$1.57M	Sell	40,996 -584	-1%	-$22.2K	0.19%	121
2025 Q3	$1.58M	Buy	41,580 +1,305	+3%	+$48.4K	0.2%	123
2025 Q2	$1.42M	Buy	40,275 +1,240	+3%	+$41.6K	0.19%	129
2025 Q1	$1.31M	Buy	39,035 +3,032	+8%	+$108K	0.18%	134
2024 Q4	$1.29M	Buy	+36,003	New	+$1.35M	0.18%	132

Other funds holding SDVY

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

City Holding Co's SDVY Position: Q2 2026 in Review

City Holding Co increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 5.2% in Q2 2026, buying an estimated $84.7K and bringing the position to 41,191 shares worth $1.78M. The position accounts for 0.2% of the portfolio, ranked #115.

City Holding Co first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

City Holding Co held 41,191 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.78M as of Q2 2026.
City Holding Co bought 2,030 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $84.7K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.2% of City Holding Co's portfolio in Q2 2026, its #115 holding.
City Holding Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on City Holding Co's 13F filing for Q2 2026, filed 10 Jul 2026.