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

Total Clarity Wealth Management’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$420K	Sell
2025 Q2	$406K	Buy
2025 Q1	$394K	Hold
2024 Q4	$394K	Buy
2024 Q3	$209K	Buy
2022 Q3	–	Sell
2022 Q2	$36K	Buy
2022 Q1	–	Sell
2021 Q4	$11K	Hold
2021 Q3	$10K	Buy