Consolidated Planning Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Consolidated Planning Corp’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 Q3	$402K	Buy
2025 Q2	$350K	Buy
2025 Q1	$316K	Buy
2024 Q4	$288K	Buy