Omni 360 Wealth’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
-13,840
Closed -$496K 166
2024
Q4
$496K Buy
13,840
+200
+1% +$7.17K 0.31% 70
2024
Q3
$496K Buy
+13,640
New +$496K 0.32% 71