EverSource Wealth Advisors’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
Q1
Hold
0
4164
2024
Q4
Hold
0
3818
2024
Q3
Sell
-1,042
Closed -$38.2K 3111
2024
Q2
$38.2K Hold
1,042
﹤0.01% 1218
2024
Q1
$34.1K Buy
+1,042
New +$34.1K ﹤0.01% 1133