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Breakthru Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Breakthru Advisory Services’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.25M Hold
216,531
– – 11.22% 4
2025
Q1 		$7.25M Sell
216,531
-3,699
-2% -$124K 11.22% 4
2024
Q4 		$7.9M Buy
+220,230
New +$7.9M 7.15% 5