Moloney Securities Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
10,260
+291
+3% +$10.3K 0.04% 324
2025
Q1
$334K Buy
9,969
+1,583
+19% +$53K 0.05% 335
2024
Q4
$301K Buy
+8,386
New +$301K 0.04% 346