Bright Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
128,081
+2,940
| +2% | +$104K | 2.51% | 12 |
|
|
2025
Q1 | $4.19M | Buy |
125,141
+12,012
| +11% | +$402K | 2.57% | 11 |
|
|
2024
Q4 | $4.06M | Buy |
113,129
+39,920
| +55% | +$1.43M | 2.55% | 11 |
|
|
2024
Q3 | $2.66M | Buy |
73,209
+25,815
| +54% | +$939K | 1.69% | 18 |
|
|
2024
Q2 | $1.58M | Buy |
47,394
+18,799
| +66% | +$628K | 1.12% | 21 |
|
|
2024
Q1 | $946K | Buy |
+28,595
| New | +$946K | 0.71% | 22 |
|