DHJJ Financial Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

DHJJ Financial Advisors’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
2025 Q2	$612K	Sell
2025 Q1	$762K	Buy
2024 Q4	$516K	Buy
2024 Q3	$521K	Buy
2024 Q2	$410K	Buy
2024 Q1	$175K	Sell
2023 Q4	$188K	Buy
2023 Q3	$76.8K	Buy