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Claris Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Claris Financial’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 		$740K Buy
20,967
+6,036
+40% +$213K 0.56% 51
2025
Q1 		$535K Hold
14,931
– – 0.35% 71
2024
Q4 		$535K Buy
+14,931
New +$535K 0.35% 71