Pinnacle Bancorp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Pinnacle Bancorp’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 Q1	$402K	Buy	10,183 +3,205	+46%	+$130K	0.12%	154
2025 Q4	$267K	Hold	6,978	–	–	0.08%	201
2025 Q3	$265K	Buy	6,978 +2,128	+44%	+$78.9K	0.08%	204
2025 Q2	$171K	Buy	4,850 +595	+14%	+$20K	0.05%	244
2025 Q1	$143K	Hold	4,255	–	–	0.05%	259
2024 Q4	$153K	Buy	4,255 +710	+20%	+$26.6K	0.05%	254
2024 Q3	$129K	Buy	3,545 +887	+33%	+$31K	0.03%	264
2024 Q2	$88.7K	Buy	2,658 +90	+4%	+$3.03K	0.03%	303
2024 Q1	$89.4K	Buy	2,568 +950	+59%	+$31K	0.03%	300
2023 Q4	$53K	Buy	1,618 +300	+23%	+$8.76K	0.02%	375
2023 Q3	$37.2K	Hold	1,318	–	–	0.01%	418
2023 Q2	$37.3K	Hold	1,318	–	–	0.01%	414
2023 Q1	$35.1K	Buy	1,318 +130	+11%	+$3.61K	0.01%	411
2022 Q4	$31K	Hold	1,188	–	–	0.01%	412
2022 Q3	$27K	Buy	1,188 +1,068	+890%	+$27.2K	0.01%	412
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	709
2022 Q1	$3K	Buy	+120	New	+$3.47K	﹤0.01%	712

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Pinnacle Bancorp's SDVY Position: Q1 2026 in Review

Pinnacle Bancorp increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 46% in Q1 2026, buying an estimated $130K and bringing the position to 10,183 shares worth $402K. The position accounts for 0.12% of the portfolio, ranked #154.

Pinnacle Bancorp first reported a position in SDVY in Q1 2022 and has held it in 17 quarters since. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Pinnacle Bancorp held 10,183 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $402K as of Q1 2026.
Pinnacle Bancorp bought 3,205 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $130K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.12% of Pinnacle Bancorp's portfolio in Q1 2026, its #154 holding.
Pinnacle Bancorp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.