Avior Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $753K | Buy |
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|
2024
Q3 | $756K | Sell |
|
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|
2024
Q2 | $846K | Buy |
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|
2024
Q1 | $878K | Buy |
|
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|
2023
Q4 | $576K | Hold |
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|
2023
Q3 | $496K | Buy |
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|
2023
Q2 | $496K | Sell |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $169K | Buy |
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