LaSalle St. Investment 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
$289K Buy
8,203
+846
+11% +$29.8K 0.08% 238
2025
Q1
$246K Buy
7,357
+15
+0.2% +$502 0.06% 261
2024
Q4
$263K Buy
7,342
+1,101
+18% +$39.4K 0.08% 217
2024
Q3
$227K Buy
+6,241
New +$227K 0.09% 186