GTAM
SDVY icon

Global Trust Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Global Trust Asset Management’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 		$21.3K Sell
494
-758
-61% -$31.6K 0.01% 297
2026
Q1 		$49.4K Hold
1,252
– – 0.02% 252
2025
Q4 		$48K Hold
1,252
– – 0.02% 249
2025
Q3 		$47.6K Hold
1,252
– – 0.02% 282
2025
Q2 		$44.2K Hold
1,252
– – 0.02% 276
2025
Q1 		$41.9K Sell
1,252
-208
-14% -$7.42K 0.03% 261
2024
Q4 		$52.3K Buy
+1,460
New +$54.6K 0.02% 283

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Global Trust Asset Management's SDVY Position: Q2 2026 in Review

Global Trust Asset Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 61% in Q2 2026, selling an estimated $31.6K and leaving 494 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #297.

Global Trust Asset Management first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.3K in Q4 2024. 377 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Global Trust Asset Management held 494 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $21.3K as of Q2 2026.
  • Global Trust Asset Management sold 758 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $31.6K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #297 holding.
  • Global Trust Asset Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
  • Global Trust Asset Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $52.3K in Q4 2024.
  • 377 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.