Stratos Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.4M Sell
2025
Q2
$8.27M Buy
2025
Q1
$7.81M Buy
2024
Q4
$6.37M Buy
2024
Q3
$5.66M Sell
2024
Q2
$5.41M Buy
2024
Q1
$5.03M Buy
2023
Q4
$4.07M Sell
2023
Q3
$4.19M Buy
2023
Q2
$3.67M Buy
2023
Q1
$3.15M Buy
2022
Q4
$2.94M Buy
2022
Q3
$2.51M Buy
2022
Q2
$1.44M Buy
2022
Q1
$1.62M Buy
2021
Q4
$1.17M Buy