Parkside Financial Bank & Trust’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Parkside Financial 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 Q2	$0	Buy	+1,191	New	+$49.7K	﹤0.01%	2780

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Parkside Financial Bank & Trust's SDVY Position: Q2 2026 in Review

Parkside Financial Bank & Trust opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 1,191 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2780 among its holdings.

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

Parkside Financial Bank & Trust held 1,191 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $0 as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Parkside Financial Bank & Trust position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2780 holding.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.