JWM
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JPL Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

JPL Wealth Management’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.67M Buy
132,254
+104
+0.1% +$3.67K 1.26% 26
2025
Q1 		$4.43M Buy
132,150
+4,282
+3% +$143K 1.26% 26
2024
Q4 		$4.58M Buy
+127,868
New +$4.58M 1.31% 21