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Sovran Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sovran Advisors’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Buy
9,666
+1,651
+21% +$59.7K 0.04% 376
2025
Q1 		$251K Sell
8,015
-2,531
-24% -$79.3K 0.03% 408
2024
Q4 		$386K Buy
+10,546
New +$386K 0.06% 302