Stiles Financial Services’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Stiles Financial Services’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$764K	Buy
2025 Q2	$608K	Buy
2025 Q1	$502K	Buy
2024 Q4	$519K	Buy
2024 Q3	$284K	Buy
2024 Q2	$252K	Buy