Investment Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$915K Buy
2025
Q2
$848K Buy
2025
Q1
$804K Buy
2024
Q4
$860K Buy
2024
Q3
$870K Buy
2024
Q2
$797K Buy
2024
Q1
$741K Buy
2023
Q4
$687K Buy
2023
Q3
$585K Buy
2023
Q2
$572K Buy
2023
Q1
$538K Buy