Thurston Springer Miller Herd & Titak’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
$2.34M Buy
66,426
+2,470
+4% +$87.1K 0.3% 89
2025
Q1
$2.14M Buy
63,956
+9,087
+17% +$304K 0.36% 75
2024
Q4
$1.97M Buy
54,869
+13,691
+33% +$491K 0.4% 62
2024
Q3
$1.5M Buy
41,178
+10,987
+36% +$400K 0.41% 60
2024
Q2
$1.01M Buy
+30,191
New +$1.01M 0.31% 76