Trivium Point Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Trivium Point Advisory’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 Q2	$2.82M	Buy
2025 Q1	$2.57M	Buy
2024 Q4	$2.21M	Buy
2024 Q3	$2.2M	Buy
2024 Q2	$891K	Buy
2024 Q1	$616K	Buy