Strategic Financial Concepts’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$585K Sell
16,473
-4,572
-22% -$162K 0.08% 130
2025
Q1
$705K Buy
21,045
+3,265
+18% +$109K 0.13% 153
2024
Q4
$637K Buy
+17,780
New +$637K 0.12% 161
2024
Q3
Sell
-82,415
Closed -$141K 641
2024
Q2
$141K Buy
+82,415
New +$141K 0.08% 153