TFB Advisors’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
Q2
$336K Hold
2025
Q1
$319K Hold
2024
Q4
$342K Hold
2024
Q3
$347K Sell
2024
Q2
$355K Sell
2024
Q1
$350K Sell
2023
Q4
$366K Hold
2023
Q3
$316K Sell
2023
Q2
$380K Buy