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

GHP 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 		$16.3K Buy
+378
New +$15.8K ﹤0.01% 744
2025
Q1 		– Sell
-1,008
Closed -$36.1K – 1023
2024
Q4 		$36.1K Buy
+1,008
New +$37.7K ﹤0.01% 534

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GHP Investment Advisors's SDVY Position: Q2 2026 in Review

GHP Investment Advisors opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 378 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: GHP Investment Advisors previously reported a position in SDVY as recently as Q4 2024.

GHP Investment Advisors first reported a position in SDVY in Q4 2024 and has held it in 2 quarters since. The position peaked at $36.1K in Q4 2024. 110 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • GHP Investment Advisors held 378 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $16.3K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new GHP Investment Advisors position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #744 holding.
  • GHP Investment Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2024 and has held it in 2 quarters since.
  • GHP Investment Advisors's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $36.1K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.