Impact Partnership Wealth’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
2025
Q2
$470K Sell
13,317
-1,371
-9% -$48.4K 0.09% 147
2025
Q1
$492K Buy
14,688
+684
+5% +$22.9K 0.11% 112
2024
Q4
$502K Buy
14,004
+1,487
+12% +$53.3K 0.1% 126
2024
Q3
$455K Buy
+12,517
New +$455K 0.1% 126