Altus Wealth Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Buy |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $2.12M | Sell |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $899K | Buy |
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|
2023
Q3 | $726K | Sell |
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|
2023
Q2 | $747K | Sell |
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|
2023
Q1 | $705K | Buy |
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $794K | Hold |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $782K | Buy |
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|
2021
Q4 | $849K | Sell |
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|
2021
Q3 | $794K | Sell |
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|
2021
Q2 | $832K | Buy |
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|
2021
Q1 | $842K | Buy |
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|
2020
Q4 | $601K | Buy |
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