Atria Wealth Solutions’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 | $8.58M | Sell |
242,835
-41,697
| -15% | -$1.47M | 0.19% | 119 |
|
|
2025
Q1 | $9.53M | Buy |
284,532
+85,262
| +43% | +$2.86M | 0.11% | 190 |
|
|
2024
Q4 | $7.14M | Buy |
199,270
+64,708
| +48% | +$2.32M | 0.08% | 260 |
|
|
2024
Q3 | $4.9M | Buy |
134,562
+39,740
| +42% | +$1.45M | 0.05% | 355 |
|
|
2024
Q2 | $3.17M | Buy |
94,822
+10,207
| +12% | +$341K | 0.03% | 471 |
|
|
2024
Q1 | $2.95M | Sell |
84,615
-22,397
| -21% | -$780K | 0.03% | 502 |
|
|
2023
Q4 | $3.51M | Buy |
107,012
+19,537
| +22% | +$640K | 0.04% | 411 |
|
|
2023
Q3 | $2.47M | Sell |
87,475
-32,491
| -27% | -$917K | 0.03% | 490 |
|
|
2023
Q2 | $3.4M | Sell |
119,966
-16,839
| -12% | -$477K | 0.05% | 395 |
|
|
2023
Q1 | $3.65M | Buy |
136,805
+18,198
| +15% | +$485K | 0.05% | 349 |
|
|
2022
Q4 | $3.09M | Sell |
118,607
-10,293
| -8% | -$268K | 0.05% | 373 |
|
|
2022
Q3 | $2.98M | Sell |
128,900
-32,922
| -20% | -$761K | 0.05% | 347 |
|
|
2022
Q2 | $3.86M | Sell |
161,822
-3,780
| -2% | -$90.3K | 0.07% | 265 |
|
|
2022
Q1 | $4.62M | Buy |
+165,602
| New | +$4.62M | 0.08% | 271 |
|