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

NBH 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	$110K	Buy	+2,560	New	+$107K	0.05%	187

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

NBH Bank's SDVY Position: Q2 2026 in Review

NBH Bank opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 2,560 shares worth $110K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings.

572 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

NBH Bank held 2,560 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $110K as of Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new NBH Bank position in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.05% of NBH Bank's portfolio in Q2 2026, its #187 holding.
572 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on NBH Bank's 13F filing for Q2 2026, filed 14 Aug 2026.