Clark Capital Management Group’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
Q1
Sell
-11,259
Closed -$404K 468
2024
Q4
$404K Buy
11,259
+3,235
+40% +$116K ﹤0.01% 348
2024
Q3
$292K Buy
8,024
+757
+10% +$27.5K ﹤0.01% 362
2024
Q2
$243K Hold
7,267
﹤0.01% 365
2024
Q1
$253K Buy
+7,267
New +$253K ﹤0.01% 365