Sandy Spring Bank’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sandy Spring Bank’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
2025 Q1	$13.8K	Sell	412 -20	-5%	-$713	﹤0.01%	795
2024 Q4	$15.5K	Buy	432 +32	+8%	+$1.2K	﹤0.01%	793
2024 Q3	$14.6K	Hold	400	–	–	﹤0.01%	807
2024 Q2	$13.4K	Hold	400	–	–	﹤0.01%	833
2024 Q1	$13.9K	Hold	400	–	–	﹤0.01%	804
2023 Q4	$13.1K	Hold	400	–	–	﹤0.01%	775
2023 Q3	$11.3K	Hold	400	–	–	﹤0.01%	801
2023 Q2	$11.3K	Buy	400 +200	+100%	+$5.31K	﹤0.01%	814
2023 Q1	$5.33K	Hold	200	–	–	﹤0.01%	922
2022 Q4	$5.21K	Hold	200	–	–	﹤0.01%	917
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	935
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	953
2022 Q1	$6K	Buy	+200	New	+$5.78K	﹤0.01%	945

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Sandy Spring Bank's SDVY Position: Q1 2025 in Review

Sandy Spring Bank reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 4.6% in Q1 2025, selling an estimated $713 and leaving 412 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Sandy Spring Bank first reported a position in SDVY in Q1 2022 and has held it in 13 quarters since. The position peaked at $15.5K in Q4 2024. 483 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.

Sandy Spring Bank held 412 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $13.8K as of Q1 2025.
Sandy Spring Bank sold 20 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $713.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #795 holding.
Sandy Spring Bank first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 13 quarters since.
Sandy Spring Bank's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $15.5K in Q4 2024.
483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.