CB
Chris Bulman’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
59,920
+4,422
| +8% | +$156K | 1.21% | 21 |
|
|
2025
Q1 | $1.86M | Buy |
55,498
+22,576
| +69% | +$756K | 1.17% | 25 |
|
|
2024
Q4 | $1.18M | Buy |
32,922
+17,978
| +120% | +$645K | 0.75% | 35 |
|
|
2024
Q3 | $544K | Buy |
+14,944
| New | +$544K | 0.37% | 58 |
|