PNC Financial Services Group
SDVY icon

PNC Financial Services Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

PNC Financial Services Group’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 		$150K Sell
3,478
-644
-16% -$26.9K ﹤0.01% 2662
2026
Q1 		$163K Sell
4,122
-566
-12% -$23K ﹤0.01% 2474
2025
Q4 		$180K Sell
4,688
-1,046
-18% -$39.7K ﹤0.01% 2383
2025
Q3 		$218K Buy
5,734
+5,602
+4,244% +$208K ﹤0.01% 2246
2025
Q2 		$4.66K Sell
132
-518
-80% -$17.4K ﹤0.01% 4165
2025
Q1 		$21.8K Buy
+650
New +$23.2K ﹤0.01% 3498
2024
Q4 		– Sell
-1,442
Closed -$52.5K – 4908
2024
Q3 		$52.5K Sell
1,442
-2,150
-60% -$75.1K ﹤0.01% 3057
2024
Q2 		$120K Buy
3,592
+1,392
+63% +$46.9K ﹤0.01% 2509
2024
Q1 		$76.6K Buy
+2,200
New +$71.8K ﹤0.01% 2765
2022
Q3 		– Sell
-3,314
Closed -$80K – 4594
2022
Q2 		$80K Hold
3,314
– – ﹤0.01% 2720
2022
Q1 		$92K Hold
3,314
– – ﹤0.01% 2764
2021
Q4 		$100K Buy
+3,314
New +$98.7K ﹤0.01% 2693

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

PNC Financial Services Group's SDVY Position: Q2 2026 in Review

PNC Financial Services Group reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 16% in Q2 2026, selling an estimated $26.9K and leaving 3,478 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

PNC Financial Services Group first reported a position in SDVY in Q4 2021 and has held it in 12 quarters since. The position peaked at $218K in Q3 2025. 426 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • PNC Financial Services Group held 3,478 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $150K as of Q2 2026.
  • PNC Financial Services Group sold 644 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $26.9K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of PNC Financial Services Group's portfolio in Q2 2026, its #2662 holding.
  • PNC Financial Services Group first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 12 quarters since.
  • PNC Financial Services Group's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $218K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on PNC Financial Services Group's 13F filing for Q2 2026, filed 7 Aug 2026.