Collaborative Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Collaborative Wealth Management’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Buy
2025 Q1	$1.15M	Buy
2024 Q4	$686K	Buy
2024 Q3	$593K	Buy
2024 Q2	$512K	Buy
2024 Q1	$505K	Buy