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

Focus Partners Wealth’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.71M Buy
48,462
+4,750
+11% +$168K ﹤0.01% 942
2025
Q1 		$1.46M Buy
43,712
+12,748
+41% +$427K ﹤0.01% 934
2024
Q4 		$1.11M Buy
30,964
+852
+3% +$30.5K ﹤0.01% 1010
2024
Q3 		$1.1M Buy
+30,112
New +$1.1M ﹤0.01% 911