Accel Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
13,062
+1,454
| +13% | +$51.3K | 0.15% | 145 |
|
|
2025
Q1 | $389K | Buy |
11,608
+204
| +2% | +$6.83K | 0.14% | 146 |
|
|
2024
Q4 | $409K | Buy |
11,404
+2,940
| +35% | +$105K | 0.16% | 147 |
|
|
2024
Q3 | $308K | Buy |
8,464
+403
| +5% | +$14.7K | 0.11% | 183 |
|
|
2024
Q2 | $269K | Buy |
8,061
+672
| +9% | +$22.4K | 0.11% | 180 |
|
|
2024
Q1 | $257K | Buy |
7,389
+605
| +9% | +$21.1K | 0.11% | 177 |
|
|
2023
Q4 | $222K | Buy |
+6,784
| New | +$222K | 0.11% | 170 |
|
|
2023
Q2 | – | Sell |
-5,788
| Closed | -$154K | – | 735 |
|
|
2023
Q1 | $154K | Buy |
5,788
+14
| +0.2% | +$373 | 0.06% | 252 |
|
|
2022
Q4 | $150K | Buy |
5,774
+25
| +0.4% | +$651 | 0.07% | 187 |
|
|
2022
Q3 | $143K | Buy |
5,749
+16
| +0.3% | +$398 | 0.08% | 204 |
|
|
2022
Q2 | $140K | Buy |
5,733
+957
| +20% | +$23.4K | 0.08% | 187 |
|
|
2022
Q1 | $133K | Buy |
4,776
+788
| +20% | +$21.9K | 0.07% | 214 |
|
|
2021
Q4 | $121K | Buy |
3,988
+1,974
| +98% | +$59.9K | 0.06% | 234 |
|
|
2021
Q3 | $57K | Buy |
2,014
+5
| +0.2% | +$142 | 0.04% | 307 |
|
|
2021
Q2 | $58K | Buy |
2,009
+7
| +0.3% | +$202 | 0.04% | 318 |
|
|
2021
Q1 | $57K | Buy |
+2,002
| New | +$57K | 0.05% | 293 |
|