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Acorn Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Acorn Wealth Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$206K Buy
+5,831
New +$206K 0.08% 241
2025
Q1 		– Sell
-6,031
Closed -$216K – 239
2024
Q4 		$216K Hold
6,031
– – 0.09% 222
2024
Q3 		$219K Buy
+6,031
New +$219K 0.09% 210