Arkadios Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.9M Buy
2025
Q2
$9.44M Buy
2025
Q1
$8.09M Buy
2024
Q4
$6.36M Buy
2024
Q3
$4.99M Buy
2024
Q2
$2.35M Buy
2024
Q1
$2.39M Buy
2023
Q4
$1.72M Sell
2023
Q3
$1.6M Buy
2023
Q2
$1.25M Buy
2023
Q1
$1.06M Buy
2022
Q4
$226K Sell
2022
Q3
$662K Buy
2022
Q2
$536K Buy