New Wave Wealth Advisors’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
Q1
Sell
-1,665
Closed -$59.7K 572
2024
Q4
$59.7K Buy
+1,665
New +$59.7K 0.02% 216