Allworth 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 | $509K | Buy |
14,424
+2,045
| +17% | +$72.1K | ﹤0.01% | 838 |
|
|
2025
Q1 | $403K | Sell |
12,379
-571
| -4% | -$18.6K | ﹤0.01% | 740 |
|
|
2024
Q4 | $490K | Buy |
12,950
+2,872
| +28% | +$109K | ﹤0.01% | 693 |
|
|
2024
Q3 | $367K | Sell |
10,078
-52
| -0.5% | -$1.89K | ﹤0.01% | 661 |
|
|
2024
Q2 | $357K | Sell |
10,130
-3,409
| -25% | -$120K | ﹤0.01% | 644 |
|
|
2024
Q1 | $471K | Buy |
13,539
+2,080
| +18% | +$72.4K | ﹤0.01% | 561 |
|
|
2023
Q4 | $376K | Sell |
11,459
-13
| -0.1% | -$426 | ﹤0.01% | 587 |
|
|
2023
Q3 | $324K | Hold |
11,472
| – | – | ﹤0.01% | 589 |
|
|
2023
Q2 | $325K | Sell |
11,472
-382
| -3% | -$10.8K | ﹤0.01% | 590 |
|
|
2023
Q1 | $316K | Sell |
11,854
-4,840
| -29% | -$129K | ﹤0.01% | 555 |
|
|
2022
Q4 | $435K | Sell |
16,694
-198,822
| -92% | -$5.18M | ﹤0.01% | 484 |
|
|
2022
Q3 | $4.99M | Buy |
+215,516
| New | +$4.99M | 0.06% | 135 |
|