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Cherry Creek Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cherry Creek Investment Advisors’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 		$2.5M Sell
57,940
-1,196
-2% -$49.9K 0.98% 29
2026
Q1 		$2.33M Sell
59,136
-3,188
-5% -$129K 1.01% 28
2025
Q4 		$2.39M Sell
62,324
-621
-1% -$23.6K 1.02% 27
2025
Q3 		$2.39M Buy
62,945
+8,830
+16% +$328K 1.03% 25
2025
Q2 		$1.91M Sell
54,115
-8,089
-13% -$271K 0.9% 27
2025
Q1 		$2.08M Sell
62,204
-29,151
-32% -$1.04M 1.08% 24
2024
Q4 		$3.28M Buy
91,355
+5,042
+6% +$189K 1.61% 17
2024
Q3 		$3.14M Buy
86,313
+6,973
+9% +$243K 1.62% 19
2024
Q2 		$2.65M Buy
79,340
+608
+0.8% +$20.5K 1.38% 21
2024
Q1 		$2.74M Buy
78,732
+11,469
+17% +$374K 1.48% 19
2023
Q4 		$2.2M Buy
67,263
+18,218
+37% +$532K 1.35% 20
2023
Q3 		$1.38M Buy
49,045
+2,697
+6% +$78.7K 0.94% 28
2023
Q2 		$1.31M Buy
46,348
+139
+0.3% +$3.69K 0.88% 27
2023
Q1 		$1.23M Buy
46,209
+2,477
+6% +$68.7K 0.9% 28
2022
Q4 		$1.14M Buy
43,732
+1,166
+3% +$30.3K 0.88% 29
2022
Q3 		$985K Sell
42,566
-1,349
-3% -$34.3K 0.82% 33
2022
Q2 		$1.05M Buy
43,915
+19,734
+82% +$517K 0.85% 35
2022
Q1 		$674K Buy
+24,181
New +$698K 0.44% 47

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cherry Creek Investment Advisors's SDVY Position: Q2 2026 in Review

Cherry Creek Investment Advisors reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 2% in Q2 2026, selling an estimated $49.9K and leaving 57,940 shares worth $2.5M. The position accounts for 0.98% of the portfolio, ranked #29.

Cherry Creek Investment Advisors first reported a position in SDVY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.28M in Q4 2024. 577 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Cherry Creek Investment Advisors held 57,940 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.5M as of Q2 2026.
  • Cherry Creek Investment Advisors sold 1,196 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $49.9K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.98% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Cherry Creek Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 18 quarters since.
  • Cherry Creek Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.28M in Q4 2024.
  • 577 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.