BWP
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Balboa Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Balboa Wealth Partners’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Sell
7,575
-1,765
-19% -$62.3K 0.05% 274
2025
Q1 		$313K Sell
9,340
-2,133
-19% -$71.5K 0.08% 192
2024
Q4 		$411K Buy
+11,473
New +$411K 0.09% 162