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Crossmark Global Holdings’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Crossmark Global Holdings’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
Q3 		– Sell
-5,996
Closed -$212K – 1340
2025
Q2 		$212K Buy
+5,996
New +$201K ﹤0.01% 1246

Other funds holding SDVY

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Crossmark Global Holdings's SDVY Position: Q3 2025 in Review

Crossmark Global Holdings sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2025, closing a stake of 5,996 shares — an estimated $212K sold.

Crossmark Global Holdings first reported a position in SDVY in Q2 2025 and held it in 1 quarter. The position peaked at $212K in Q2 2025. 483 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

  • Crossmark Global Holdings reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 5,996 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $212K.
  • Crossmark Global Holdings first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and held it in 1 quarter.
  • Crossmark Global Holdings's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $212K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Crossmark Global Holdings's 13F filing for Q3 2025, filed 12 Nov 2025.