GGM Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVY
CIA
GGM Wealth Advisors's SDVY Position: Q1 2025 in Review
GGM Wealth Advisors increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 339% in Q1 2025, buying an estimated $1.67M and bringing the position to 60,755 shares worth $1.98M. The position accounts for 1.1% of the portfolio, ranked #28.
GGM Wealth Advisors first reported a position in SDVY in Q1 2024 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold SDVY as of Q1 2025.
- GGM Wealth Advisors held 60,755 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.98M as of Q1 2025.
- GGM Wealth Advisors bought 46,920 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2025, an estimated $1.67M.
- First Trust SMID Cap Rising Dividend Achievers ETF made up 1.1% of GGM Wealth Advisors's portfolio in Q1 2025, its #28 holding.
- GGM Wealth Advisors first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2024 and has held it in 5 quarters since.
- 483 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2025.
Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.