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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$765K	Buy
2025 Q1	–	Sell
2024 Q4	$642K	Sell
2024 Q3	$668K	Sell
2024 Q2	$618K	Buy