SFG Wealth Management’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
Q2
Sell
2025
Q1
$688K Buy
2024
Q4
$733K Sell
2024
Q3
$795K Buy
2024
Q2
$727K Buy
2024
Q1
$756K Buy
2023
Q4
$657K Buy
2023
Q3
$459K Buy