Tyler-Stone Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
2025
Q1
$1.28M Buy
2024
Q4
$1.3M Buy
2024
Q3
$1.16M Buy
2024
Q2
$524K Buy
2024
Q1
$535K Buy
2023
Q4
$456K Buy
2023
Q3
$375K Buy
2023
Q2
$334K Buy
2022
Q4
$180K Buy