World Investment Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.02M Sell
2025
Q1
$1.02M Sell
2024
Q4
$1.11M Buy
2024
Q3
$1.06M Buy
2024
Q2
$903K Buy
2024
Q1
$890K Buy