National Bank of Canada’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

National Bank of Canada’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 Q4	–	Sell	-5,348	Closed	-$203K	–	3114
2025 Q3	$203K	Sell	5,348 -1,024	-16%	-$38K	﹤0.01%	1566
2025 Q2	$225K	Sell	6,372 -364	-5%	-$12.2K	﹤0.01%	1582
2025 Q1	$225K	Buy	6,736 +4,171	+163%	+$149K	﹤0.01%	1497
2024 Q4	$92K	Buy	2,565 +1,828	+248%	+$68.4K	﹤0.01%	1780
2024 Q3	$26.8K	Buy	+737	New	+$25.7K	﹤0.01%	1869

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

National Bank of Canada's SDVY Position: Q4 2025 in Review

National Bank of Canada sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025, closing a stake of 5,348 shares — an estimated $203K sold.

National Bank of Canada first reported a position in SDVY in Q3 2024 and held it in 5 quarters. The position peaked at $225K in Q1 2025. 533 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

National Bank of Canada reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
National Bank of Canada sold 5,348 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q4 2025, an estimated $203K.
National Bank of Canada first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and held it in 5 quarters.
National Bank of Canada's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $225K in Q1 2025.
533 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on National Bank of Canada's 13F filing for Q4 2025, filed 17 Feb 2026.