Level Four Advisory Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$756K Buy
2025
Q2
$680K Sell
2025
Q1
$758K Sell
2024
Q4
$840K Buy
2024
Q3
$731K Sell
2024
Q2
$1.22M Buy
2024
Q1
$407K Hold
2023
Q4
$407K Buy