MIFH
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Migdal Insurance & Financial Holdings’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Migdal Insurance & Financial Holdings’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
2025
Q2 		– Sell
-12,500
Closed -$419K – 420
2025
Q1 		$419K Hold
12,500
– – 0.01% 186
2024
Q4 		$448K Buy
+12,500
New +$468K 0.01% 174

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UBS Group
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Cetera Investment Advisers
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Migdal Insurance & Financial Holdings's SDVY Position: Q2 2025 in Review

Migdal Insurance & Financial Holdings sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, closing a stake of 12,500 shares — an estimated $419K sold.

Migdal Insurance & Financial Holdings first reported a position in SDVY in Q4 2024 and held it in 2 quarters. The position peaked at $448K in Q4 2024. 473 funds tracked by Wall St. Rank hold SDVY as of Q2 2025.

  • Migdal Insurance & Financial Holdings reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 12,500 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2025, an estimated $419K.
  • Migdal Insurance & Financial Holdings first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $448K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.