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Gilpin Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Gilpin Wealth Management’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
Q3 		$571K Sell
14,069
-197
-1% -$8.51K 0.39% 69
2026
Q2 		$615K Sell
14,266
-6
-0% -$250 0.43% 71
2026
Q1 		$563K Buy
14,272
+730
+5% +$29.6K 0.45% 65
2025
Q4 		$519K Buy
+13,542
New +$514K 0.41% 71

Other funds holding SDVY

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Gilpin Wealth Management's SDVY Position: Q3 2026 in Review

Gilpin Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.4% in Q3 2026, selling an estimated $8.51K and leaving 14,069 shares worth $571K. The position accounts for 0.39% of the portfolio, ranked #69.

Gilpin Wealth Management first reported a position in SDVY in Q4 2025 and has held it in 4 quarters since. The position peaked at $615K in Q2 2026. 29 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Gilpin Wealth Management held 14,069 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $571K as of Q3 2026.
  • Gilpin Wealth Management sold 197 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2026, an estimated $8.51K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.39% of Gilpin Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Gilpin Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $615K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.