CF
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Convergence Financial’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Convergence Financial’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
Q1 		– Sell
-17,904
Closed -$642K – 178
2024
Q4 		$642K Sell
17,904
-451
-2% -$16.2K 0.13% 79
2024
Q3 		$668K Sell
18,355
-172
-0.9% -$6.26K 0.14% 77
2024
Q2 		$618K Buy
+18,527
New +$618K 0.16% 75