CFB
SDVY icon

Cullen/Frost Bankers’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cullen/Frost Bankers’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 		$122K Buy
+2,829
New +$118K ﹤0.01% 682

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Cullen/Frost Bankers's SDVY Position: Q2 2026 in Review

Cullen/Frost Bankers opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 2,829 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings.

210 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Cullen/Frost Bankers held 2,829 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $122K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Cullen/Frost Bankers position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #682 holding.
  • 210 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.