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Ipsen Advisor Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Ipsen Advisor Group’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.06M Buy
58,260
+4,049
+7% +$143K 1.57% 16
2025
Q1 		$1.82M Buy
54,211
+5,713
+12% +$191K 1.56% 15
2024
Q4 		$1.74M Buy
+48,498
New +$1.74M 1.49% 16