RVW Wealth’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
2023
Q2
Sell
-49,452
Closed -$1.32M 158
2023
Q1
$1.32M Sell
49,452
-5,596
-10% -$149K 0.16% 63
2022
Q4
$1.43M Buy
+55,048
New +$1.43M 0.18% 60