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

MinichMacGregor Wealth Management’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Sell
2025 Q1	$560K	Sell
2024 Q4	$1.32M	Sell
2024 Q3	$1.49M	Sell
2024 Q2	$1.41M	Sell
2024 Q1	$1.46M	Buy
2023 Q4	$1.21M	Sell
2023 Q3	$1.07M	Buy