Synovus Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Synovus Financial’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 Q3	$5.69M	Buy	149,686 +10,181	+7%	+$378K	0.07%	180
2025 Q2	$4.92M	Buy	139,505 +1,547	+1%	+$51.9K	0.06%	194
2025 Q1	$4.62M	Sell	137,958 -286	-0.2%	-$10.2K	0.06%	194
2024 Q4	$4.96M	Buy	138,244 +17,535	+15%	+$656K	0.06%	182
2024 Q3	$4.39M	Buy	120,709 +9,303	+8%	+$325K	0.05%	238
2024 Q2	$3.72M	Buy	111,406 +5,896	+6%	+$199K	0.05%	240
2024 Q1	$3.67M	Buy	105,510 +12,399	+13%	+$405K	0.05%	235
2023 Q4	$3.05M	Buy	93,111 +67,044	+257%	+$1.96M	0.04%	253
2023 Q3	$736K	Buy	+26,067	New	+$761K	0.01%	510

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

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

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Royal Bank of Canada

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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return