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LRI Investments’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

LRI Investments’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,000
Closed -$538K – 1246
2024
Q4 		$538K Hold
15,000
– – 0.05% 131
2024
Q3 		$575K Buy
+15,000
New +$575K 0.06% 137