CWA
SDVY icon

Clarus Wealth Advisors’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
2024
Q4
Sell
-5,849
Closed -$212K 136
2024
Q3
$212K Buy
+5,849
New +$212K 0.11% 127
2024
Q1
Sell
-7,788
Closed -$245K 140
2023
Q4
$245K Buy
+7,788
New +$245K 0.15% 102