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MPWM Advisory Solutions’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

MPWM Advisory Solutions’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.31M Buy
65,515
+1,571
+2% +$55.4K 1.46% 15
2025
Q1 		$2.14M Buy
63,944
+13,538
+27% +$454K 1.55% 15
2024
Q4 		$1.81M Buy
+50,406
New +$1.81M 1.32% 18