Apollon 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 | $4.6M | Sell |
130,277
-2,962
| -2% | -$104K | 0.09% | 196 |
|
|
2025
Q1 | $4.46M | Buy |
133,239
+7,571
| +6% | +$254K | 0.1% | 189 |
|
|
2024
Q4 | $4.51M | Buy |
125,668
+16,877
| +16% | +$605K | 0.1% | 175 |
|
|
2024
Q3 | $3.96M | Buy |
108,791
+44,175
| +68% | +$1.61M | 0.11% | 157 |
|
|
2024
Q2 | $2.16M | Buy |
64,616
+5,696
| +10% | +$190K | 0.07% | 268 |
|
|
2024
Q1 | $2.05M | Buy |
58,920
+31,966
| +119% | +$1.11M | 0.06% | 283 |
|
|
2023
Q4 | $883K | Buy |
+26,954
| New | +$883K | 0.03% | 489 |
|