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

Lighthouse 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 		$874K Sell
24,769
-1,355
-5% -$47.8K 0.76% 25
2025
Q1 		$875K Buy
26,124
+398
+2% +$13.3K 0.8% 20
2024
Q4 		$922K Buy
+25,726
New +$922K 0.84% 21