Laraway Financial Advisors’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
$359K Sell
10,174
-300
-3% -$10.6K 0.27% 84
2025
Q1
$351K Buy
10,474
+3,660
+54% +$123K 0.28% 84
2024
Q4
$244K Buy
+6,814
New +$244K 0.19% 105