Thoroughbred Financial Services’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
$1.08M Buy
30,663
+16,638
+119% +$587K 0.08% 249
2025
Q1
$469K Buy
14,025
+601
+4% +$20.1K 0.03% 432
2024
Q4
$481K Buy
+13,424
New +$481K 0.03% 413