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

Grove Bank & Trust’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	$237K	Hold	5,500	–	–	0.02%	242
2026 Q1	$217K	Hold	5,500	–	–	0.02%	246
2025 Q4	$211K	Hold	5,500	–	–	0.02%	251
2025 Q3	$209K	Hold	5,500	–	–	0.02%	244
2025 Q2	$194K	Sell	5,500 -760	-12%	-$25.5K	0.02%	253
2025 Q1	$210K	Buy	6,260 +5,500	+724%	+$196K	0.03%	236
2024 Q4	$27.2K	Buy	+760	New	+$28.4K	﹤0.01%	426

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Grove Bank & Trust's SDVY Position: Q2 2026 in Review

Grove Bank & Trust held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 5,500 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #242.

Grove Bank & Trust first reported a position in SDVY in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Grove Bank & Trust held 5,500 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $237K as of Q2 2026.
Grove Bank & Trust left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Grove Bank & Trust's portfolio in Q2 2026, its #242 holding.
Grove Bank & Trust first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.