Ashton Thomas Private Wealth’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 | $2.99M | Sell |
84,821
-9,144
| -10% | -$323K | 0.11% | 203 |
|
|
2025
Q1 | $3.15M | Buy |
93,965
+35,777
| +61% | +$1.2M | 0.12% | 197 |
|
|
2024
Q4 | $2.09M | Buy |
58,188
+12,108
| +26% | +$434K | 0.08% | 265 |
|
|
2024
Q3 | $1.68M | Buy |
46,080
+3,113
| +7% | +$113K | 0.09% | 238 |
|
|
2024
Q2 | $1.43M | Buy |
42,967
+431
| +1% | +$14.4K | 0.08% | 242 |
|
|
2024
Q1 | $1.48M | Buy |
42,536
+22,099
| +108% | +$769K | 0.08% | 244 |
|
|
2023
Q4 | $670K | Buy |
+20,437
| New | +$670K | 0.04% | 363 |
|