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Murphy Middleton Hinkle & Parker’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Murphy Middleton Hinkle & Parker’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 		$515K Buy
+11,929
New +$498K 0.21% 94

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

Murphy Middleton Hinkle & Parker's SDVY Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026: 11,929 shares worth $515K. The stake represents 0.21% of the portfolio and ranks #94 among its holdings.

112 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Murphy Middleton Hinkle & Parker held 11,929 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $515K as of Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Murphy Middleton Hinkle & Parker position in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.21% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #94 holding.
  • 112 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.