Beaumont Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-204,703
Closed -$7.34M 381
2024
Q4
$7.34M Buy
+204,703
New +$7.34M 0.55% 43