Waterfront Wealth’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Waterfront Wealth’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	$259K	Sell
2025 Q1	$276K	Buy
2024 Q4	$254K	Buy
2024 Q3	$255K	Buy
2024 Q2	$214K	Hold
2024 Q1	$214K	Sell
2023 Q4	$214K	Buy
2023 Q3	–	Sell
2023 Q2	$209K	Buy