GGM Wealth 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
Q1
$1.98M Buy
60,755
+46,920
+339% +$1.53M 1.1% 28
2024
Q4
$496K Buy
13,835
+3,956
+40% +$142K 0.26% 76
2024
Q3
$359K Buy
9,879
+742
+8% +$27K 0.15% 100
2024
Q2
$305K Buy
9,137
+2,770
+44% +$92.5K 0.14% 108
2024
Q1
$218K Buy
+6,367
New +$218K 0.1% 119