Trustmark National Bank Trust Department’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Trustmark National Bank Trust Department’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 Q1	$344K	Hold	8,725	–	–	0.02%	234
2025 Q4	$334K	Hold	8,725	–	–	0.02%	243
2025 Q3	$332K	Hold	8,725	–	–	0.02%	238
2025 Q2	$308K	Hold	8,725	–	–	0.02%	241
2025 Q1	$292K	Hold	8,725	–	–	0.02%	248
2024 Q4	$313K	Hold	8,725	–	–	0.02%	244
2024 Q3	$317K	Buy	+8,725	New	+$305K	0.02%	246

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

CIA

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

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

Trustmark National Bank Trust Department's SDVY Position: Q1 2026 in Review

Trustmark National Bank Trust Department held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q1 2026 at 8,725 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #234.

Trustmark National Bank Trust Department first reported a position in SDVY in Q3 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Trustmark National Bank Trust Department held 8,725 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $344K as of Q1 2026.
Trustmark National Bank Trust Department left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.02% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #234 holding.
Trustmark National Bank Trust Department first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.