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Core Wealth Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Core Wealth Partners’s Portfolio SDVD Stock Details SDVD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$526K Buy
25,648
+5,452
+27% +$112K 0.27% 81
2025
Q1 		$384K Buy
+20,196
New +$384K 0.22% 102