Altus Wealth Group’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 | $1.25M | Buy |
35,503
+211
| +0.6% | +$7.44K | 0.55% | 38 |
|
|
2025
Q1 | $1.18M | Buy |
35,292
+1,934
| +6% | +$64.8K | 0.55% | 38 |
|
|
2024
Q4 | $1.2M | Sell |
33,358
-24,895
| -43% | -$892K | 0.53% | 44 |
|
|
2024
Q3 | $2.12M | Sell |
58,253
-1,337
| -2% | -$48.6K | 0.91% | 29 |
|
|
2024
Q2 | $1.99M | Sell |
59,590
-948
| -2% | -$31.6K | 1% | 26 |
|
|
2024
Q1 | $2.11M | Buy |
60,538
+33,098
| +121% | +$1.15M | 1.06% | 24 |
|
|
2023
Q4 | $899K | Buy |
27,440
+1,722
| +7% | +$56.4K | 0.5% | 49 |
|
|
2023
Q3 | $726K | Sell |
25,718
-680
| -3% | -$19.2K | 0.46% | 55 |
|
|
2023
Q2 | $747K | Sell |
26,398
-63
| -0.2% | -$1.78K | 0.46% | 53 |
|
|
2023
Q1 | $705K | Buy |
26,461
+974
| +4% | +$26K | 0.47% | 53 |
|
|
2022
Q4 | $664K | Sell |
25,487
-2,601
| -9% | -$67.8K | 0.5% | 55 |
|
|
2022
Q3 | $794K | Hold |
28,088
| – | – | 0.79% | 34 |
|
|
2022
Q2 | $794K | Buy |
28,088
+42
| +0.1% | +$1.19K | 0.79% | 34 |
|
|
2022
Q1 | $782K | Buy |
28,046
+25
| +0.1% | +$697 | 0.64% | 35 |
|
|
2021
Q4 | $849K | Sell |
28,021
-67
| -0.2% | -$2.03K | 0.7% | 33 |
|
|
2021
Q3 | $794K | Sell |
28,088
-513
| -2% | -$14.5K | 0.79% | 34 |
|
|
2021
Q2 | $832K | Buy |
28,601
+362
| +1% | +$10.5K | 0.81% | 31 |
|
|
2021
Q1 | $842K | Buy |
28,239
+2,917
| +12% | +$87K | 0.84% | 30 |
|
|
2020
Q4 | $601K | Buy |
+25,322
| New | +$601K | 0.57% | 35 |
|