Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $134K | Hold |
6,185
| – | – | ﹤0.01% | 2716 |
|
|
2019
Q3 | $125K | Buy |
6,185
+4,258
| +221% | +$86.1K | ﹤0.01% | 2712 |
|
|
2019
Q2 | $39K | Buy |
1,927
+1,575
| +447% | +$31.9K | ﹤0.01% | 3537 |
|
|
2019
Q1 | $7K | Sell |
352
-6
| -2% | -$119 | ﹤0.01% | 4527 |
|
|
2018
Q4 | $6K | Hold |
358
| – | – | ﹤0.01% | 4430 |
|
|
2018
Q3 | $8K | Hold |
358
| – | – | ﹤0.01% | 4389 |
|
|
2018
Q2 | $7K | Buy |
358
+300
| +517% | +$5.87K | ﹤0.01% | 4257 |
|
|
2018
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 4833 |
|
|
2017
Q4 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 4842 |
|