Wisconsin Wealth Advisors’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
$4.06M Buy
115,133
+11,099
+11% +$392K 4.67% 2
2025
Q1
$3.49M Buy
104,034
+2,111
+2% +$70.7K 5.01% 3
2024
Q4
$3.65M Buy
+101,923
New +$3.65M 5.39% 2