Certified Advisory Corp’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
$7.25M Buy
205,395
+4,005
+2% +$141K 0.75% 43
2025
Q1
$6.75M Buy
201,390
+11,641
+6% +$390K 0.76% 40
2024
Q4
$6.8M Buy
189,749
+17,340
+10% +$622K 0.74% 44
2024
Q3
$6.27M Buy
+172,409
New +$6.27M 0.69% 45