Fifth Third Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$442K Buy
10,900
+977
+10% +$42.2K 0.01% 579
2026
Q2
$428K Buy
9,923
+648
+7% +$27K 0.01% 550
2026
Q1
$366K Sell
9,275
-594
-6% -$24.1K 0.01% 530
2025
Q4
$378K Buy
9,869
+1,766
+22% +$67K 0.01% 481
2025
Q3
$308K Hold
8,103
– – 0.01% 544
2025
Q2
$286K Sell
8,103
-5,093
-39% -$171K 0.01% 552
2025
Q1
$442K Buy
13,196
+6,980
+112% +$249K 0.02% 364
2024
Q4
$223K Buy
+6,216
New +$233K 0.01% 643

Other funds holding SDVY

Fifth Third Wealth Advisors's SDVY Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 9.8% in Q3 2026, buying an estimated $42.2K and bringing the position to 10,900 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #579.

Fifth Third Wealth Advisors first reported a position in SDVY in Q4 2024 and has held it in 8 quarters since. 382 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Fifth Third Wealth Advisors held 10,900 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $442K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 977 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $42.2K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #579 holding.
  • Fifth Third Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 8 quarters since.
  • 382 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.