AAG
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Accordant Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Accordant Advisory Group’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$42.3K Hold
1,200
– – 0.03% 90
2025
Q1 		$40.2K Hold
1,200
– – 0.04% 71
2024
Q4 		$43K Hold
1,200
– – 0.04% 72
2024
Q3 		$43.7K Hold
1,200
– – 0.03% 76
2024
Q2 		$40.1K Sell
1,200
-9,937
-89% -$332K 0.04% 83
2024
Q1 		$388K Buy
+11,137
New +$388K 0.29% 62