Arkadios Wealth Advisors’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 | $9.44M | Buy |
267,448
+26,101
| +11% | +$921K | 0.28% | 64 |
|
|
2025
Q1 | $8.09M | Buy |
241,347
+64,058
| +36% | +$2.15M | 0.31% | 60 |
|
|
2024
Q4 | $6.36M | Buy |
177,289
+40,095
| +29% | +$1.44M | 0.35% | 58 |
|
|
2024
Q3 | $4.99M | Buy |
137,194
+66,805
| +95% | +$2.43M | 0.28% | 74 |
|
|
2024
Q2 | $2.35M | Buy |
70,389
+1,772
| +3% | +$59.2K | 0.16% | 140 |
|
|
2024
Q1 | $2.39M | Buy |
68,617
+16,033
| +30% | +$558K | 0.19% | 126 |
|
|
2023
Q4 | $1.72M | Sell |
52,584
-4,134
| -7% | -$135K | 0.15% | 147 |
|
|
2023
Q3 | $1.6M | Buy |
56,718
+12,438
| +28% | +$351K | 0.15% | 150 |
|
|
2023
Q2 | $1.25M | Buy |
44,280
+4,677
| +12% | +$132K | 0.15% | 156 |
|
|
2023
Q1 | $1.06M | Buy |
39,603
+30,909
| +356% | +$824K | 0.13% | 175 |
|
|
2022
Q4 | $226K | Sell |
8,694
-19,928
| -70% | -$519K | 0.03% | 482 |
|
|
2022
Q3 | $662K | Buy |
28,622
+6,158
| +27% | +$142K | 0.1% | 217 |
|
|
2022
Q2 | $536K | Buy |
+22,464
| New | +$536K | 0.08% | 264 |
|