Advisornet Financial’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 | $973K | Buy |
27,582
+17,518
| +174% | +$618K | 0.06% | 248 |
|
|
2025
Q1 | $337K | Buy |
10,064
+372
| +4% | +$12.5K | 0.03% | 421 |
|
|
2024
Q4 | $347K | Buy |
9,692
+3,169
| +49% | +$114K | 0.03% | 385 |
|
|
2024
Q3 | $237K | Buy |
6,523
+1,903
| +41% | +$69.2K | 0.02% | 487 |
|
|
2024
Q2 | $154K | Buy |
4,620
+1,916
| +71% | +$64K | 0.01% | 538 |
|
|
2024
Q1 | $94.2K | Buy |
+2,704
| New | +$94.2K | 0.01% | 648 |
|