Dynamic Advisor Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.16M Buy
117,853
+6,024
+5% +$213K 0.13% 190
2025
Q1
$3.75M Buy
111,829
+1,997
+2% +$66.9K 0.12% 192
2024
Q4
$3.94M Buy
109,832
+9,952
+10% +$357K 0.17% 140
2024
Q3
$3.63M Buy
+99,880
New +$3.63M 0.11% 212