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Anderson Financial Strategies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Anderson Financial Strategies’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.18M Sell
90,145
-1,394
-2% -$49.2K 2.03% 16
2025
Q1 		$3.07M Buy
91,539
+47,786
+109% +$1.6M 1.88% 16
2024
Q4 		$1.57M Buy
+43,753
New +$1.57M 0.95% 18