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

ARS Wealth Advisors Group’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$246K Buy
6,976
+24
+0.3% +$847 0.03% 158
2025
Q1 		$233K Sell
6,952
-1,566
-18% -$52.5K 0.03% 141
2024
Q4 		$305K Buy
+8,518
New +$305K 0.04% 119