NAM
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NorthCrest Asset Manangement’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

NorthCrest Asset Manangement’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 		$247K Buy
+5,769
New +$241K 0.01% 790

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NorthCrest Asset Manangement's SDVY Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 5,769 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings.

95 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • NorthCrest Asset Manangement held 5,769 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $247K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new NorthCrest Asset Manangement position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #790 holding.
  • 95 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.