Darwin Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.02M Sell
2025
Q2
$2.9M Sell
2025
Q1
$3.06M Hold
2024
Q4
$3.06M Sell
2024
Q3
$3.93M Sell
2024
Q2
$4.04M Sell
2024
Q1
$4.47M Buy