Arcadia Wealth Management (New York)’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
$1.95M Buy
55,249
+13,806
+33% +$487K 1.33% 19
2025
Q1
$1.39M Buy
41,443
+12,379
+43% +$415K 1.08% 23
2024
Q4
$1.04M Buy
+29,064
New +$1.04M 0.89% 24