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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$317K 0.02% 246