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Glass Jacobson Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$42.3K Hold
1,199
– – 0.02% 304
2025
Q1 		$43K Hold
1,199
– – 0.01% 394
2024
Q4 		$43K Buy
+1,199
New +$43K 0.01% 394