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Solano Wealth Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Solano Wealth Investment Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.9M Buy
421,640
+16,566
+4% +$584K 7.64% 4
2025
Q1 		$13.6M Buy
405,074
+53,927
+15% +$1.81M 8.4% 3
2024
Q4 		$12.6M Buy
+351,147
New +$12.6M 7.57% 4