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Spectrum Wealth Advisory Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.6M Sell
101,952
-17,972
-15% -$634K 1.67% 13
2025
Q1 		$4.02M Buy
119,924
+94,664
+375% +$3.17M 1.93% 12
2024
Q4 		$906K Buy
+25,260
New +$906K 0.43% 25