DI
SDVY icon

DAGCO Inc’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

DAGCO Inc’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Buy
428,281
+15,098
+4% +$630K 3.41% 9
2026
Q1 		$16.3M Buy
413,183
+42,999
+12% +$1.75M 3.53% 9
2025
Q4 		$14.2M Buy
370,184
+11,135
+3% +$423K 3.28% 8
2025
Q3 		$13.7M Buy
359,049
+16,391
+5% +$608K 3.43% 8
2025
Q2 		$12.1M Buy
342,658
+31,262
+10% +$1.05M 3.37% 8
2025
Q1 		$10.4M Buy
311,396
+26,026
+9% +$928K 3.37% 9
2024
Q4 		$10.2M Buy
285,370
+66,980
+31% +$2.51M 3.39% 9
2024
Q3 		$7.95M Buy
+218,390
New +$7.62M 3.26% 8

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LI
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TC
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CA
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FFN
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WAP
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PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
HPC
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FHC
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BWM
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