BWA
BlueChip Wealth 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 | $2.4M | Buy |
68,033
+87
| +0.1% | +$3.07K | 1.07% | 25 |
|
|
2025
Q1 | $2.28M | Sell |
67,946
-395
| -0.6% | -$13.2K | 1.12% | 22 |
|
|
2024
Q4 | $2.45M | Buy |
68,341
+5,820
| +9% | +$209K | 1.36% | 17 |
|
|
2024
Q3 | $2.27M | Sell |
62,521
-696
| -1% | -$25.3K | 1.19% | 20 |
|
|
2024
Q2 | $2.11M | Buy |
63,217
+4,634
| +8% | +$155K | 1.24% | 21 |
|
|
2024
Q1 | $2.04M | Buy |
58,583
+4,443
| +8% | +$155K | 1.32% | 21 |
|
|
2023
Q4 | $1.77M | Buy |
+54,140
| New | +$1.77M | 1.24% | 19 |
|