OBWG
Onyx Bridge Wealth Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,796
| Closed | -$208K | – | 308 |
|
|
2024
Q4 | $208K | Sell |
5,796
-1,374
| -19% | -$49.3K | 0.03% | 256 |
|
|
2024
Q3 | $261K | Buy |
+7,170
| New | +$261K | 0.04% | 227 |
|
|
2022
Q4 | – | Sell |
-15,640
| Closed | -$374K | – | 208 |
|
|
2022
Q3 | $374K | Sell |
15,640
-3,742
| -19% | -$89.5K | 0.17% | 99 |
|
|
2022
Q2 | $495K | Buy |
+19,382
| New | +$495K | 0.22% | 68 |
|