CIAS
SDVY icon

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

CBIZ Investment Advisory Services’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 		$13.3K Hold
378
– – ﹤0.01% 311
2025
Q1 		$12.7K Buy
+378
New +$12.7K ﹤0.01% 290