Arax Advisory Partners’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
2025
Q2
$7.7M Buy
218,141
+36,192
+20% +$1.28M 0.35% 59
2025
Q1
$6.1M Buy
181,949
+71,244
+64% +$2.39M 0.39% 48
2024
Q4
$3.97M Buy
+110,705
New +$3.97M 0.25% 69