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 Q3	$223K	Hold	5,500	–	–	0.02%	254
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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Grove Bank & Trust's SDVY Position: Q3 2026 in Review

Grove Bank & Trust held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q3 2026 at 5,500 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #254.

Grove Bank & Trust first reported a position in SDVY in Q4 2024 and has held it in 8 quarters since. The position peaked at $237K in Q2 2026. 29 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

Grove Bank & Trust held 5,500 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $223K as of Q3 2026.
Grove Bank & Trust left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q3 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Grove Bank & Trust's portfolio in Q3 2026, its #254 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 8 quarters since.
Grove Bank & Trust's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $237K in Q2 2026.
29 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.