CWM
Collaborative Wealth Management’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 | $1.25M | Buy |
35,437
+1,252
| +4% | +$44.2K | 0.55% | 40 |
|
|
2025
Q1 | $1.15M | Buy |
34,185
+15,050
| +79% | +$504K | 0.54% | 42 |
|
|
2024
Q4 | $686K | Buy |
19,135
+2,829
| +17% | +$101K | 0.31% | 67 |
|
|
2024
Q3 | $593K | Buy |
16,306
+970
| +6% | +$35.3K | 0.27% | 84 |
|
|
2024
Q2 | $512K | Buy |
15,336
+846
| +6% | +$28.2K | 0.25% | 92 |
|
|
2024
Q1 | $505K | Buy |
+14,490
| New | +$505K | 0.25% | 90 |
|