AIFG Consultants’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 | $1.71M | Sell |
48,472
-44,076
| -48% | -$1.56M | 3.33% | 9 |
|
|
2025
Q1 | $3.1M | Sell |
92,548
-4,302
| -4% | -$144K | 5.11% | 6 |
|
|
2024
Q4 | $3.47M | Sell |
96,850
-90,108
| -48% | -$3.23M | 5.66% | 5 |
|
|
2024
Q3 | $6.8M | Buy |
186,958
+20,828
| +13% | +$758K | 5.17% | 9 |
|
|
2024
Q2 | $5.55M | Sell |
166,130
-18,447
| -10% | -$616K | 4.12% | 11 |
|
|
2024
Q1 | $6.43M | Buy |
184,577
+9,932
| +6% | +$346K | 4.63% | 11 |
|
|
2023
Q4 | $5.72M | Buy |
+174,645
| New | +$5.72M | 4.35% | 10 |
|