Grove Bank & Trust SDVY — First Trust ETFs/USA

Ownership history in Grove Bank & Trust  ·  7 quarters on record

AI Ownership Summary

Grove Bank & Trust reported First Trust ETFs/USA (SDVY) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows SDVY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in First Trust ETFs/USA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SDVY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SDVY stock page Grove Bank & Trust fund profile Grove Bank & Trust full holdings
How Grove Bank & Trust held SDVY — position size vs. price
% of Fund (quarterly)    SDVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 5,500 — 0% 0.02% $237K 2026-07-07 $43.04
2026 Q1 UNCHANGED — — — 5,500 — 0% 0.02% $217K 2026-04-08 $41.20
2025 Q4 UNCHANGED — — — 5,500 — 0% 0.02% $211K 2026-01-08 $39.74
2025 Q3 UNCHANGED — — — 5,500 — 0% 0.02% $209K 2025-10-06 $37.65
2025 Q2 REDUCED 12.1% +8.0% ❌ 5,500 -760 -12.1% 0.02% $194K 2025-07-11 $35.73
2025 Q1 ADDED — — — 6,260 +5,500 +723.7% 0.03% $210K 2025-04-17 $30.91
2024 Q4 INITIATED — — — 760 — — 0.00% $27K 2025-01-16 $36.75

🏢 Other funds also holding SDVY

As of 2026 Q2 — sorted by position size

Wisconsin Wealth Advisors, LLC 3.8% Baron Wealth Management LLC 3Y 2.39% Hobart Private Capital, LLC 3Y 1.87% Financial Management, Inc. 1.54% Trilogy Capital Inc. 3Y 7Y 0.98% Ballew Advisors, Inc 3Y 7Y 0.86% Balefire, LLC 3Y 7Y 0.22% Quad-Cities Investment Group, LLC 3Y 7Y 0.17% CX Institutional 3Y 7Y 0.16% Dynamic Advisor Solutions LLC 3Y 7Y 0.16%

FAQ About Grove Bank & Trust and SDVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning SDVY?

Grove Bank & Trust reported SDVY across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SDVY position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for SDVY was 0.03% in 2025 Q1.

What is the latest reported SDVY position on this page?

The most recent filing on this page is 2026 Q2, when Grove Bank & Trust reported 5,500 shares, equal to 0.02% of portfolio, with an estimated market value of $237K.

What does the chart on this SDVY ownership page compare?

The chart compares Grove Bank & Trust's quarterly SDVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grove Bank & Trust time their SDVY position?

Based on 13F filing dates vs. subsequent SDVY price moves, Grove Bank & Trust correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SDVY relative to SPY over the holding period was -6.4%.

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