Gentry Private Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Gentry Private Wealth’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$402K	Sell
2025 Q2	$511K	Sell
2025 Q1	$489K	Sell
2024 Q4	$545K	Sell
2024 Q3	$658K	Buy