Advisory Services Network’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 | $457K | Buy |
12,680
+839
| +7% | +$30.2K | 0.01% | 1199 |
|
|
2025
Q1 | $397K | Sell |
11,841
-1,586
| -12% | -$53.1K | 0.01% | 1166 |
|
|
2024
Q4 | $481K | Sell |
13,427
-7,703
| -36% | -$276K | 0.01% | 1064 |
|
|
2024
Q3 | $705K | Hold |
21,130
| – | – | 0.01% | 839 |
|
|
2024
Q2 | $705K | Buy |
21,130
+268
| +1% | +$8.95K | 0.01% | 839 |
|
|
2024
Q1 | $726K | Buy |
20,862
+19,763
| +1,798% | +$688K | 0.02% | 806 |
|
|
2023
Q4 | $36K | Buy |
+1,099
| New | +$36K | ﹤0.01% | 2186 |
|
|
2023
Q2 | – | Sell |
-2,550
| Closed | -$68K | – | 3284 |
|
|
2023
Q1 | $68K | Sell |
2,550
-1,772
| -41% | -$47.2K | ﹤0.01% | 1855 |
|
|
2022
Q4 | $113K | Buy |
+4,322
| New | +$113K | ﹤0.01% | 1544 |
|
|
2021
Q3 | – | Sell |
-1,649
| Closed | -$48K | – | 2922 |
|
|
2021
Q2 | $48K | Buy |
+1,649
| New | +$48K | ﹤0.01% | 2025 |
|