PMWMG
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Parr McKnight Wealth Management Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,561
Closed -$253K – 234
2025
Q1 		$253K Sell
7,561
-85
-1% -$2.85K 0.04% 211
2024
Q4 		$274K Buy
+7,646
New +$274K 0.04% 209