WA
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Whipplewood Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
57,340
-63,917
-53% -$1.31M 0.65% 36
2025
Q1
$574K Buy
121,257
+93,094
+331% +$441K 0.34% 73
2024
Q4
$606K Buy
+28,163
New +$606K 0.34% 72