AE Wealth Management’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 | $740K | Sell |
20,969
-23,916
| -53% | -$844K | 0.01% | 799 |
|
|
2025
Q1 | $1.5M | Sell |
44,885
-3,679
| -8% | -$123K | 0.01% | 604 |
|
|
2024
Q4 | $1.74M | Buy |
48,564
+3,910
| +9% | +$140K | 0.01% | 569 |
|
|
2024
Q3 | $1.62M | Sell |
44,654
-398
| -0.9% | -$14.5K | 0.01% | 591 |
|
|
2024
Q2 | $1.5M | Buy |
45,052
+3,774
| +9% | +$126K | 0.02% | 596 |
|
|
2024
Q1 | $1.44M | Sell |
41,278
-356,379
| -90% | -$12.4M | 0.02% | 577 |
|
|
2023
Q4 | $12.9M | Buy |
397,657
+215,516
| +118% | +$6.98M | 0.07% | 339 |
|
|
2023
Q3 | $5.14M | Sell |
182,141
-44,881
| -20% | -$1.27M | 0.03% | 530 |
|
|
2023
Q2 | $6.43M | Buy |
227,022
+1,658
| +0.7% | +$46.9K | 0.04% | 472 |
|
|
2023
Q1 | $6.01M | Buy |
225,364
+181,336
| +412% | +$4.83M | 0.04% | 461 |
|
|
2022
Q4 | $1.15M | Sell |
44,028
-17,018
| -28% | -$443K | 0.01% | 929 |
|
|
2022
Q3 | $1.41M | Sell |
61,046
-74,978
| -55% | -$1.73M | 0.01% | 815 |
|
|
2022
Q2 | $3.25M | Sell |
136,024
-357,703
| -72% | -$8.54M | 0.03% | 517 |
|
|
2022
Q1 | $13.8M | Buy |
493,727
+479,882
| +3,466% | +$13.4M | 0.09% | 222 |
|
|
2021
Q4 | $420K | Buy |
13,845
+2,264
| +20% | +$68.7K | ﹤0.01% | 1324 |
|
|
2021
Q3 | $327K | Buy |
11,581
+2,369
| +26% | +$66.9K | ﹤0.01% | 1327 |
|
|
2021
Q2 | $268K | Buy |
+9,212
| New | +$268K | ﹤0.01% | 1392 |
|