Icon Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Icon Wealth Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$144K	Sell
2025 Q2	$143K	Sell
2025 Q1	$140K	Sell
2024 Q4	$152K	Sell
2024 Q3	$158K	Buy
2024 Q2	–	Sell
2024 Q1	$117K	Buy
2023 Q4	$110K	Buy