Aft Forsyth & Sober’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-250,600
Closed -$9.12M 80
2024
Q3
$9.12M Buy
250,600
+300
+0.1% +$10.9K 3% 7
2024
Q2
$8.36M Buy
250,300
+300
+0.1% +$10K 2.86% 9
2024
Q1
$8.71M Buy
+250,000
New +$8.71M 3.07% 8