Sawyer & Company’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
$13K Hold
2025
Q2
$13K Sell
2025
Q1
$20K Hold
2024
Q4
$21K Sell
2024
Q3
$31K Hold
2024
Q2
$28K Hold
2024
Q1
$29.5K Hold
2023
Q4
$28K Hold
2023
Q3
$24K Buy