Avantax Advisory Services’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 | $24.8M | Buy |
701,789
+23,740
| +4% | +$838K | 0.14% | 114 |
|
|
2025
Q1 | $22.7M | Sell |
678,049
-45,472
| -6% | -$1.52M | 0.14% | 115 |
|
|
2024
Q4 | $25.9M | Buy |
723,521
+146,659
| +25% | +$5.26M | 0.16% | 96 |
|
|
2024
Q3 | $21M | Buy |
576,862
+42,489
| +8% | +$1.55M | 0.14% | 112 |
|
|
2024
Q2 | $17.8M | Buy |
534,373
+189,509
| +55% | +$6.33M | 0.13% | 123 |
|
|
2024
Q1 | $12M | Buy |
344,864
+242,402
| +237% | +$8.44M | 0.11% | 147 |
|
|
2023
Q4 | $3.36M | Buy |
102,462
+52,540
| +105% | +$1.72M | 0.03% | 368 |
|
|
2023
Q3 | $1.41M | Buy |
49,922
+26,212
| +111% | +$740K | 0.02% | 573 |
|
|
2023
Q2 | $671K | Buy |
23,710
+3,229
| +16% | +$91.4K | 0.01% | 828 |
|
|
2023
Q1 | $546K | Buy |
20,481
+2,528
| +14% | +$67.4K | 0.01% | 877 |
|
|
2022
Q4 | $468K | Sell |
17,953
-66
| -0.4% | -$1.72K | 0.01% | 893 |
|
|
2022
Q3 | $417K | Buy |
18,019
+132
| +0.7% | +$3.06K | 0.01% | 862 |
|
|
2022
Q2 | $427K | Sell |
17,887
-1,065
| -6% | -$25.4K | 0.01% | 848 |
|
|
2022
Q1 | $529K | Buy |
+18,952
| New | +$529K | 0.01% | 768 |
|