B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.35M | Buy |
37,728
+5,837
| +18% | +$209K | 0.04% | 361 |
|
|
2024
Q3 | $1.15M | Sell |
31,891
-36,173
| -53% | -$1.31M | 0.03% | 461 |
|
|
2024
Q2 | $2.27M | Buy |
68,064
+48,726
| +252% | +$1.63M | 0.06% | 310 |
|
|
2024
Q1 | $546K | Sell |
19,338
-14,689
| -43% | -$415K | 0.01% | 753 |
|
|
2023
Q4 | $1.12M | Buy |
34,027
+14,689
| +76% | +$481K | 0.03% | 491 |
|
|
2023
Q3 | $546K | Buy |
19,338
+903
| +5% | +$25.5K | 0.01% | 753 |
|
|
2023
Q2 | $522K | Sell |
18,435
-93
| -0.5% | -$2.63K | 0.01% | 829 |
|
|
2023
Q1 | $494K | Sell |
18,528
-830
| -4% | -$22.1K | 0.01% | 804 |
|
|
2022
Q4 | $504K | Sell |
19,358
-3,681
| -16% | -$95.9K | 0.01% | 789 |
|
|
2022
Q3 | $533K | Sell |
23,039
-283
| -1% | -$6.55K | 0.02% | 732 |
|
|
2022
Q2 | $557K | Buy |
23,322
+3,479
| +18% | +$83.1K | 0.02% | 616 |
|
|
2022
Q1 | $554K | Buy |
+19,843
| New | +$554K | 0.02% | 702 |
|