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Bay Colony Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bay Colony Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$362K Buy
10,269
+1,398
+16% +$49.3K 0.05% 305
2025
Q1 		$296K Buy
8,871
+1,135
+15% +$37.9K 0.05% 338
2024
Q4 		$277K Buy
+7,736
New +$277K 0.04% 351