Hazlett, Burt & Watson’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$63K Sell
1,790
-326
-15% -$11.5K 0.03% 342
2025
Q1
$71K Buy
2,116
+8
+0.4% +$268 0.03% 315
2024
Q4
$76K Buy
2,108
+1,257
+148% +$45.3K 0.03% 306
2024
Q3
$31K Buy
851
+3
+0.4% +$109 0.01% 417
2024
Q2
$28K Buy
+848
New +$28K 0.01% 410