Forefront Wealth Partners’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
$2.78M Sell
77,575
-693
-0.9% -$24.8K 1.91% 13
2025
Q1
$2.62M Buy
78,268
+693
+0.9% +$23.2K 1.79% 12
2024
Q4
$2.78M Buy
+77,575
New +$2.78M 2.07% 13