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

Concentrum Wealth Management’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 		$1.56M Sell
44,246
-5,403
-11% -$191K 0.49% 28
2025
Q1 		$1.66M Buy
49,649
+37,206
+299% +$1.25M 0.62% 25
2024
Q4 		$446K Buy
+12,443
New +$446K 0.16% 51