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Sunbelt Securities’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sunbelt Securities’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$55.8K Sell
1,555
-1,287
-45% -$46.1K ﹤0.01% 912
2025
Q1 		$95.2K Buy
2,842
+1,292
+83% +$43.3K 0.01% 745
2024
Q4 		$55.4K Buy
+1,550
New +$55.4K ﹤0.01% 910