Coppell Advisory Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Coppell Advisory Solutions’s Portfolio SDVY Stock Details SDVY Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$455K	Buy
2025 Q2	$255K	Buy
2025 Q1	$216K	Buy
2024 Q4	$202K	Buy
2024 Q3	$136K	Sell
2024 Q2	$819K	Buy
2023 Q4	$590	Sell
2023 Q3	$64.4K	Buy
2023 Q2	$508	Buy
2023 Q1	–	Sell
2022 Q4	$64.4K	Buy