JT Stratford LLC’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
2025
Q2
$357K Buy
10,129
+76
+0.8% +$2.68K 0.05% 225
2025
Q1
$337K Hold
10,053
0.06% 223
2024
Q4
$360K Hold
10,053
0.06% 220
2024
Q3
$366K Hold
10,053
0.06% 222
2024
Q2
$336K Buy
+10,053
New +$336K 0.06% 221