TWM
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TMD Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

TMD Wealth Management’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$10.9M Buy
327,483
+113,193
+53% +$3.78M 2.4% 12
2024
Q1 		$7.46M Buy
+214,290
New +$7.46M 1.74% 17