Winebrenner Capital Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Buy
20,272
+150
+0.7% +$5.29K 0.58% 54
2025
Q1
$674K Buy
20,122
+829
+4% +$27.8K 0.61% 54
2024
Q4
$692K Buy
+19,293
New +$692K 0.53% 58