AIFAIM
SDVY icon

American Institute for Advanced Investment Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

American Institute for Advanced Investment Management’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,490
Closed -$452K – 154
2025
Q1 		$452K Sell
13,490
-14,323
-51% -$480K 0.34% 81
2024
Q4 		$997K Buy
+27,813
New +$997K 0.74% 43