Flagship Harbor 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
2025
Q2
$1.08M Sell
30,655
-4,739
-13% -$167K 0.05% 288
2025
Q1
$1.19M Buy
35,394
+3,318
+10% +$111K 0.06% 256
2024
Q4
$1.15M Buy
32,076
+13,611
+74% +$488K 0.06% 254
2024
Q3
$672K Buy
+18,465
New +$672K 0.04% 349