Avidian Wealth Enterprises’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Avidian Wealth Enterprises’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$997K	Buy
2025 Q2	$921K	Buy
2025 Q1	$504K	Buy
2024 Q4	$540K	Buy
2024 Q3	$548K	Buy
2024 Q2	$493K	Sell
2024 Q1	$622K	Buy
2023 Q4	$520K	Buy
2023 Q3	$428K	Buy