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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95M Buy
83,736
+8,923
+12% +$315K 2.51% 15
2025
Q1
$2.51M Buy
74,813
+6,189
+9% +$207K 2.36% 16
2024
Q4
$2.46M Buy
+68,624
New +$2.46M 2.44% 16