FWL Investment Management’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
$57.3K Sell
1,623
-909
-36% -$32.1K 0.02% 147
2025
Q1
$84.8K Sell
2,532
-297
-10% -$9.95K 0.03% 119
2024
Q4
$101K Sell
2,829
-33,421
-92% -$1.2M 0.04% 109
2024
Q3
$1.32M Buy
36,250
+34,845
+2,480% +$1.27M 0.51% 48
2024
Q2
$46.9K Buy
+1,405
New +$46.9K 0.02% 112