LFASL
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Lugano Financial Advisors SA (LFA)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.48M Sell
126,939
-64,317
-34% -$2.27M 2.65% 6
2025
Q1 		$6.41M Buy
191,256
+1,210
+0.6% +$40.5K 4.36% 3
2024
Q4 		$6.81M Buy
+190,046
New +$6.81M 4.45% 2