SFPG
Stonebridge Financial Planning Group’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
129,069
+4,358
| +3% | +$89.4K | 1.11% | 24 |
|
|
2025
Q1 | $2.49M | Buy |
124,711
+24,185
| +24% | +$483K | 1.14% | 25 |
|
|
2024
Q4 | $2.16M | Buy |
100,526
+22,617
| +29% | +$487K | 0.97% | 30 |
|
|
2024
Q3 | $1.72M | Buy |
77,909
+7,365
| +10% | +$162K | 0.82% | 38 |
|
|
2024
Q2 | $1.47M | Buy |
70,544
+17,718
| +34% | +$369K | 0.74% | 41 |
|
|
2024
Q1 | $1.16M | Buy |
52,826
+34,698
| +191% | +$764K | 0.61% | 46 |
|
|
2023
Q4 | $382K | Buy |
+18,128
| New | +$382K | 0.22% | 110 |
|