Beacon Pointe Advisors’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 | $290K | Hold |
8,223
| – | – | ﹤0.01% | 1048 |
|
|
2025
Q1 | $275K | Sell |
8,223
-1,000
| -11% | -$33.5K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $331K | Buy |
9,223
+1,000
| +12% | +$35.9K | ﹤0.01% | 961 |
|
|
2024
Q3 | $299K | Buy |
8,223
+531
| +7% | +$19.3K | ﹤0.01% | 1011 |
|
|
2024
Q2 | $257K | Sell |
7,692
-3,119
| -29% | -$104K | ﹤0.01% | 1080 |
|
|
2024
Q1 | $376K | Buy |
+10,811
| New | +$376K | ﹤0.01% | 1012 |
|