Avior Wealth Management’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 | $880K | Buy |
24,946
+3,855
| +18% | +$136K | 0.03% | 316 |
|
|
2025
Q1 | $707K | Buy |
21,091
+80
| +0.4% | +$2.68K | 0.03% | 328 |
|
|
2024
Q4 | $753K | Buy |
21,011
+224
| +1% | +$8.03K | 0.03% | 346 |
|
|
2024
Q3 | $756K | Sell |
20,787
-4,567
| -18% | -$166K | 0.03% | 347 |
|
|
2024
Q2 | $846K | Buy |
25,354
+127
| +0.5% | +$4.24K | 0.04% | 310 |
|
|
2024
Q1 | $878K | Buy |
25,227
+7,649
| +44% | +$266K | 0.04% | 314 |
|
|
2023
Q4 | $576K | Hold |
17,578
| – | – | 0.03% | 311 |
|
|
2023
Q3 | $496K | Buy |
17,578
+51
| +0.3% | +$1.44K | 0.03% | 332 |
|
|
2023
Q2 | $496K | Sell |
17,527
-231
| -1% | -$6.54K | 0.03% | 339 |
|
|
2023
Q1 | $473K | Buy |
17,758
+132
| +0.7% | +$3.52K | 0.03% | 359 |
|
|
2022
Q4 | $459K | Buy |
17,626
+1,000
| +6% | +$26.1K | 0.03% | 322 |
|
|
2022
Q3 | $384K | Buy |
16,626
+580
| +4% | +$13.4K | 0.03% | 329 |
|
|
2022
Q2 | $383K | Buy |
16,046
+135
| +0.8% | +$3.22K | 0.04% | 302 |
|
|
2022
Q1 | $443K | Buy |
15,911
+1,061
| +7% | +$29.5K | 0.04% | 320 |
|
|
2021
Q4 | $450K | Buy |
14,850
+8,850
| +148% | +$268K | 0.04% | 342 |
|
|
2021
Q3 | $169K | Buy |
+6,000
| New | +$169K | 0.01% | 436 |
|