Centaurus Financial’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
Q2
$111K Hold
3,137
0.01% 911
2025
Q1
$105K Buy
3,137
+82
+3% +$2.75K 0.01% 867
2024
Q4
$110K Buy
+3,055
New +$110K 0.01% 841
2024
Q2
Sell
-43,874
Closed -$1.53M 839
2024
Q1
$1.53M Buy
+43,874
New +$1.53M 0.11% 182