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

WCG Wealth Advisors’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	$4.78M	Buy
2025 Q1	$4.14M	Buy
2024 Q4	$506K	Sell
2024 Q3	$865K	Buy
2024 Q2	$710K	Buy
2024 Q1	$571K	Buy
2023 Q4	$412K	Sell
2023 Q3	$376K	Buy
2022 Q4	–	Sell
2022 Q3	$223K	Sell
2022 Q2	$229K	Buy