Provident Wealth Management’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
$4.88M Buy
138,295
+393
+0.3% +$13.9K 1.6% 14
2025
Q1
$4.62M Buy
137,902
+6,361
+5% +$213K 1.59% 14
2024
Q4
$4.72M Buy
+131,541
New +$4.72M 1.57% 14