Aprio 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 | $6.28M | Sell |
178,088
-37,160
| -17% | -$1.31M | 0.71% | 30 |
|
|
2025
Q1 | $7.21M | Buy |
215,248
+13,946
| +7% | +$467K | 0.9% | 27 |
|
|
2024
Q4 | $7.22M | Buy |
201,302
+15,819
| +9% | +$567K | 1.05% | 20 |
|
|
2024
Q3 | $6.75M | Buy |
185,483
+3,416
| +2% | +$124K | 1.08% | 21 |
|
|
2024
Q2 | $6.08M | Buy |
182,067
+1,269
| +0.7% | +$42.4K | 1.11% | 19 |
|
|
2024
Q1 | $6.3M | Buy |
180,798
+20,212
| +13% | +$704K | 1.23% | 19 |
|
|
2023
Q4 | $5.26M | Buy |
160,586
+15,163
| +10% | +$497K | 1.17% | 23 |
|
|
2023
Q3 | $4.11M | Buy |
145,423
+15,645
| +12% | +$442K | 1.13% | 20 |
|
|
2023
Q2 | $3.67M | Buy |
129,778
+2,592
| +2% | +$73.4K | 1.01% | 19 |
|
|
2023
Q1 | $3.39M | Buy |
127,186
+24,552
| +24% | +$654K | 1.04% | 18 |
|
|
2022
Q4 | $2.67M | Sell |
102,634
-83,753
| -45% | -$2.18M | 0.94% | 19 |
|
|
2022
Q3 | $4.31M | Buy |
186,387
+3,399
| +2% | +$78.6K | 1.73% | 18 |
|
|
2022
Q2 | $4.37M | Buy |
182,988
+10,377
| +6% | +$248K | 1.74% | 17 |
|
|
2022
Q1 | $4.81M | Buy |
+172,611
| New | +$4.81M | 1.83% | 16 |
|