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Insight Inv LLC’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Insight Inv LLC’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$758K Hold
21,475
– – 0.51% 61
2025
Q1 		$719K Hold
21,475
– – 0.49% 60
2024
Q4 		$770K Buy
+21,475
New +$770K 0.54% 55