Park National Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Park National Corp’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	$152M	Buy	3,530,538 +58,497	+2%	+$2.44M	4.27%	3
2026 Q1	$137M	Buy	3,472,041 +66,100	+2%	+$2.68M	4.17%	3
2025 Q4	$131M	Sell	3,405,941 -6,234	-0.2%	-$237K	4.07%	3
2025 Q3	$130M	Buy	3,412,175 +35,601	+1%	+$1.32M	4.06%	4
2025 Q2	$119M	Buy	3,376,574 +278,498	+9%	+$9.34M	3.93%	3
2025 Q1	$104M	Buy	3,098,076 +270,483	+10%	+$9.65M	3.82%	3
2024 Q4	$101M	Buy	2,827,593 +296,558	+12%	+$11.1M	3.71%	5
2024 Q3	$92.1M	Buy	2,531,035 +1,885,435	+292%	+$65.8M	3.22%	5
2024 Q2	$21.6M	Buy	+645,600	New	+$21.7M	0.8%	43

Other funds holding SDVY

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Park National Corp's SDVY Position: Q2 2026 in Review

Park National Corp increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.7% in Q2 2026, buying an estimated $2.44M and bringing the position to 3,530,538 shares worth $152M. The position accounts for 4.27% of the portfolio, ranked #3.

Park National Corp first reported a position in SDVY in Q2 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Park National Corp held 3,530,538 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $152M as of Q2 2026.
Park National Corp bought 58,497 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.44M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 4.27% of Park National Corp's portfolio in Q2 2026, its #3 holding.
Park National Corp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
95 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Park National Corp's 13F filing for Q2 2026, filed 15 Jul 2026.