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Trust Company of Vermont’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Trust Company of Vermont’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
Q4 		$26.8K Buy
+700
New +$26.6K ﹤0.01% 690

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Bank of America
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Cetera Investment Advisers
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UBS Group
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Royal Bank of Canada
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CIA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Trust Company of Vermont's SDVY Position: Q4 2025 in Review

Trust Company of Vermont opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q4 2025: 700 shares worth $26.8K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings.

533 funds tracked by Wall St. Rank hold SDVY as of Q4 2025.

  • Trust Company of Vermont held 700 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $26.8K as of Q4 2025.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Trust Company of Vermont position in Q4 2025.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #690 holding.
  • 533 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.