PWP
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Pursue Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Pursue Wealth Partners’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Buy
30,319
+15,620
+106% +$551K 0.61% 43
2025
Q1 		$492K Sell
14,699
-6,680
-31% -$224K 0.3% 62
2024
Q4 		$766K Buy
+21,379
New +$766K 0.44% 55