PKS Advisory Services’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
$1.51M Buy
42,936
+730
+2% +$25.8K 0.37% 55
2025
Q1
$1.41M Buy
42,206
+4,531
+12% +$151K 0.39% 52
2024
Q4
$1.35M Buy
+37,675
New +$1.35M 0.34% 50