PPWM
PFG Private Wealth Management’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
Q2 | – | Sell |
-394
| Closed | -$13.2K | – | 208 |
|
|
2025
Q1 | $13.2K | Hold |
394
| – | – | 0.01% | 133 |
|
|
2024
Q4 | $14.1K | Hold |
394
| – | – | 0.01% | 124 |
|
|
2024
Q3 | $14.3K | Hold |
394
| – | – | 0.01% | 131 |
|
|
2024
Q2 | $13.2K | Hold |
394
| – | – | 0.01% | 130 |
|
|
2024
Q1 | $13.7K | Hold |
394
| – | – | 0.01% | 123 |
|
|
2023
Q4 | $12.9K | Buy |
+394
| New | +$12.9K | 0.01% | 115 |
|