Avidian Wealth Enterprises’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 | $921K | Buy |
26,092
+11,034
| +73% | +$389K | 0.04% | 210 |
|
|
2025
Q1 | $504K | Buy |
15,058
+2
| +0% | +$67 | 0.02% | 308 |
|
|
2024
Q4 | $540K | Buy |
15,056
+2
| +0% | +$72 | 0.02% | 283 |
|
|
2024
Q3 | $548K | Buy |
15,054
+295
| +2% | +$10.7K | 0.02% | 280 |
|
|
2024
Q2 | $493K | Sell |
14,759
-3,096
| -17% | -$103K | 0.02% | 288 |
|
|
2024
Q1 | $622K | Buy |
17,855
+1,989
| +13% | +$69.3K | 0.03% | 230 |
|
|
2023
Q4 | $520K | Buy |
15,866
+722
| +5% | +$23.7K | 0.03% | 259 |
|
|
2023
Q3 | $428K | Buy |
+15,144
| New | +$428K | 0.03% | 278 |
|