Covenant Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,900
Closed -$215K 147
2024
Q3
$215K Buy
+5,900
New +$215K 0.03% 141