PWAM
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Private Wealth Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Private Wealth Asset Management’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.2M Buy
260,865
+78,960
+43% +$2.79M 1.22% 16
2025
Q1 		$6.09M Buy
+181,905
New +$6.09M 0.88% 25