BWM
SDVY icon

Baron Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Baron Wealth Management’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 		$3.2M Buy
90,660
+65,801
+265% +$2.32M 1.13% 12
2025
Q1 		$833K Buy
+24,859
New +$833K 0.37% 33