Salem Investment Counselors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Buy
2025
Q2
$187K Hold
2025
Q1
$178K Sell
2024
Q4
$208K Hold
2024
Q3
$211K Hold
2024
Q2
$194K Hold
2024
Q1
$202K Hold
2023
Q4
$190K Buy