Pinnacle Wealth Management Advisory Group’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
Q2
$4.03M Buy
114,297
+24,950
+28% +$880K 0.33% 66
2025
Q1
$2.99M Buy
89,347
+74,947
+520% +$2.51M 0.28% 78
2024
Q4
$516K Buy
+14,400
New +$516K 0.05% 195