Great Valley Advisor Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$724K Sell
2025
Q2
$902K Sell
2025
Q1
$968K Buy
2024
Q4
$833K Buy
2024
Q3
$481K Buy
2024
Q2
$255K Buy
2024
Q1
$245K Buy