Security National Bank’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Security National 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
2026 Q2	–	Sell	-541	Closed	-$21.3K	–	433
2026 Q1	$21.3K	Buy	+541	New	+$22K	﹤0.01%	287

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

Security National Bank's SDVY Position: Q2 2026 in Review

Security National Bank sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 541 shares — an estimated $21.3K sold.

Security National Bank first reported a position in SDVY in Q1 2026 and held it in 1 quarter. The position peaked at $21.3K in Q1 2026. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Security National Bank reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Security National Bank sold 541 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $21.3K.
Security National Bank first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2026 and held it in 1 quarter.
Security National Bank's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $21.3K in Q1 2026.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

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