Cedar Brook Financial Partners’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
2022
Q2
Sell
-8,976
Closed -$250K 386
2022
Q1
$250K Buy
8,976
+446
+5% +$12.4K 0.06% 313
2021
Q4
$258K Buy
+8,530
New +$258K 0.07% 311