J. Arnold Wealth Management’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
2023
Q2
Sell
-10,000
Closed -$267K 44
2023
Q1
$267K Hold
10,000
0.13% 28
2022
Q4
$261K Hold
10,000
0.13% 32
2022
Q3
$231K Buy
+10,000
New +$231K 0.13% 27