Axxcess Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
17,780
-2,050
| -10% | -$72.3K | 0.01% | 533 |
|
|
2025
Q1 | $664K | Sell |
19,830
-6,318
| -24% | -$212K | 0.02% | 486 |
|
|
2024
Q4 | $937K | Buy |
26,148
+19,964
| +323% | +$716K | 0.02% | 412 |
|
|
2024
Q3 | $225K | Sell |
6,184
-348
| -5% | -$12.7K | 0.01% | 805 |
|
|
2024
Q2 | $218K | Sell |
6,532
-79
| -1% | -$2.64K | 0.01% | 764 |
|
|
2024
Q1 | $230K | Buy |
+6,611
| New | +$230K | 0.01% | 759 |
|