Creative Planning
SDVY icon

Creative Planning’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Creative Planning’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
Q2 		$331K Buy
9,390
+2,270
+32% +$80.1K ﹤0.01% 2808
2025
Q1 		$239K Buy
7,120
+148
+2% +$4.96K ﹤0.01% 2925
2024
Q4 		$250K Buy
+6,972
New +$250K ﹤0.01% 2805