Paragon Private Wealth Management’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
-6,007
Closed -$215K 191
2024
Q4
$215K Buy
+6,007
New +$215K 0.1% 160