Truist Financial
SDVY icon

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

Truist 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
2026
Q2 		$119M Buy
2,753,513
+99,715
+4% +$4.16M 0.14% 136
2026
Q1 		$105M Buy
2,653,798
+199,415
+8% +$8.1M 0.14% 143
2025
Q4 		$94.1M Sell
2,454,383
-3,800
-0.2% -$144K 0.13% 157
2025
Q3 		$93.5M Buy
2,458,183
+86,400
+4% +$3.21M 0.13% 158
2025
Q2 		$83.7M Sell
2,371,783
-425,226
-15% -$14.3M 0.12% 158
2025
Q1 		$93.7M Buy
2,797,009
+167,056
+6% +$5.96M 0.15% 144
2024
Q4 		$94.3M Buy
2,629,953
+190,665
+8% +$7.13M 0.15% 132
2024
Q3 		$88.7M Sell
2,439,288
-17,142
-0.7% -$598K 0.14% 143
2024
Q2 		$82M Sell
2,456,430
-12,408
-0.5% -$418K 0.12% 164
2024
Q1 		$86M Buy
2,468,838
+365,202
+17% +$11.9M 0.13% 157
2023
Q4 		$68.9M Sell
2,103,636
-63,520
-3% -$1.85M 0.11% 182
2023
Q3 		$61.2M Buy
2,167,156
+1,566,457
+261% +$45.7M 0.1% 189
2023
Q2 		$17M Buy
600,699
+259,773
+76% +$6.89M 0.03% 434
2023
Q1 		$9.09M Sell
340,926
-29,601
-8% -$821K 0.02% 613
2022
Q4 		$9.65M Sell
370,527
-318,150
-46% -$8.26M 0.02% 581
2022
Q3 		$15.9M Sell
688,677
-20,801
-3% -$529K 0.03% 417
2022
Q2 		$16.9M Buy
709,478
+170,401
+32% +$4.46M 0.03% 415
2022
Q1 		$15M Buy
539,077
+230,347
+75% +$6.65M 0.02% 510
2021
Q4 		$9.36M Buy
308,730
+207,554
+205% +$6.18M 0.01% 664
2021
Q3 		$2.86M Buy
101,176
+13,611
+16% +$394K ﹤0.01% 1109
2021
Q2 		$2.55M Buy
+87,565
New +$2.58M ﹤0.01% 1161

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Truist Financial's SDVY Position: Q2 2026 in Review

Truist Financial increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 3.8% in Q2 2026, buying an estimated $4.16M and bringing the position to 2,753,513 shares worth $119M. The position accounts for 0.14% of the portfolio, ranked #136.

Truist Financial first reported a position in SDVY in Q2 2021 and has held it in 21 quarters since. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Truist Financial held 2,753,513 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $119M as of Q2 2026.
  • Truist Financial bought 99,715 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.16M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Truist Financial's portfolio in Q2 2026, its #136 holding.
  • Truist Financial first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.