ORBA Wealth Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

ORBA Wealth Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$334K	Hold
2024 Q4	$357K	Sell
2024 Q3	$508K	Sell
2024 Q2	$951K	Buy
2024 Q1	$990K	Sell
2023 Q4	$933K	Buy