Woodmont Investment Counsel’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
$662K Buy
18,761
+2,581
+16% +$91.1K 0.04% 180
2025
Q1
$542K Buy
16,180
+2,669
+20% +$89.4K 0.04% 186
2024
Q4
$484K Buy
13,511
+3,678
+37% +$132K 0.04% 190
2024
Q3
$358K Buy
+9,833
New +$358K 0.03% 208