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 $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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Synovus Financial's SDVY Position: Q3 2025 in Review

Synovus Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 7.3% in Q3 2025, buying an estimated $378K and bringing the position to 149,686 shares worth $5.69M. The position accounts for 0.07% of the portfolio, ranked #180.

Synovus Financial first reported a position in SDVY in Q3 2023 and has held it in 9 quarters since. 484 funds tracked by Wall St. Rank hold SDVY as of Q3 2025.

Synovus Financial held 149,686 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $5.69M as of Q3 2025.
Synovus Financial bought 10,181 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2025, an estimated $378K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.07% of Synovus Financial's portfolio in Q3 2025, its #180 holding.
Synovus Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2023 and has held it in 9 quarters since.
484 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.