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Concurrent Investment Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Concurrent Investment Advisors’s Portfolio SDVD Stock Details SDVD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$413K Buy
20,116
+8,782
+77% +$180K 0.01% 915
2025
Q1 		$226K Buy
+11,334
New +$226K 0.01% 1061