FinTrust Capital Advisors’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
2024
Q3
$628K Sell
17,267
-1,011
-6% -$36.8K 0.11% 157
2024
Q2
$610K Buy
18,278
+8,684
+91% +$290K 0.11% 155
2024
Q1
$334K Buy
+9,594
New +$334K 0.06% 213