Gunn & Company Investment Management’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
2024
Q3
$3.99M Sell
109,725
-861,792
-89% -$31.4M 2.74% 12
2024
Q2
$32.4M Buy
+971,517
New +$32.4M 1.92% 25