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

Comerica Bank’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
2025 Q4	$3.1M	Sell	80,972 -5,820	-7%	-$221K	0.01%	874
2025 Q3	$3.3M	Sell	86,792 -843	-1%	-$31.3K	0.01%	900
2025 Q2	$3.09M	Sell	87,635 -11,517	-12%	-$386K	0.01%	910
2025 Q1	$3.32M	Buy	99,152 +8,262	+9%	+$295K	0.01%	864
2024 Q4	$3.26M	Buy	90,890 +9,596	+12%	+$359K	0.01%	904
2024 Q3	$2.96M	Buy	81,294 +7,669	+10%	+$268K	0.01%	963
2024 Q2	$2.46M	Buy	73,625 +8,157	+12%	+$275K	0.01%	1027
2024 Q1	$2.28M	Buy	65,468 +25,793	+65%	+$842K	0.01%	1106
2023 Q4	$1.3M	Buy	39,675 +8,994	+29%	+$262K	0.01%	1398
2023 Q3	$866K	Buy	+30,681	New	+$896K	﹤0.01%	1521

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Comerica Bank's SDVY Position: Q4 2025 in Review

Comerica Bank reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 6.7% in Q4 2025, selling an estimated $221K and leaving 80,972 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #874.

Comerica Bank first reported a position in SDVY in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.32M in Q1 2025. 533 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

Comerica Bank held 80,972 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $3.1M as of Q4 2025.
Comerica Bank sold 5,820 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $221K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Comerica Bank's portfolio in Q4 2025, its #874 holding.
Comerica Bank first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.32M in Q1 2025.
533 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.