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LM Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

LM Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$971K Hold
27,514
– – 0.13% 88
2025
Q1 		$922K Buy
27,514
+6,334
+30% +$212K 0.17% 94
2024
Q4 		$760K Buy
21,180
+11,300
+114% +$405K 0.14% 105
2024
Q3 		$359K Buy
+9,880
New +$359K 0.07% 136