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

Whittier Trust’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	$4.34K	Hold	100	–	–	﹤0.01%	1223
2026 Q1	$4K	Sell	100 -100	-50%	-$4.06K	﹤0.01%	1228
2025 Q4	$7.96K	Hold	200	–	–	﹤0.01%	1167
2025 Q3	$7.6K	Hold	200	–	–	﹤0.01%	1169
2025 Q2	$7.05K	Hold	200	–	–	﹤0.01%	1291
2025 Q1	$6.7K	Hold	200	–	–	﹤0.01%	1277
2024 Q4	$7.17K	Hold	200	–	–	﹤0.01%	1303
2024 Q3	$7.28K	Buy	+200	New	+$6.98K	﹤0.01%	1323

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

Whittier Trust's SDVY Position: Q2 2026 in Review

Whittier Trust held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 100 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Whittier Trust first reported a position in SDVY in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.96K in Q4 2025. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Whittier Trust held 100 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.34K as of Q2 2026.
Whittier Trust left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1223 holding.
Whittier Trust first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
Whittier Trust's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $7.96K in Q4 2025.
577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.