Brookstone Capital Management’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 | $2.31M | Buy |
65,522
+4,159
| +7% | +$147K | 0.03% | 398 |
|
|
2025
Q1 | $2.06M | Buy |
61,363
+20,690
| +51% | +$693K | 0.03% | 398 |
|
|
2024
Q4 | $1.46M | Buy |
40,673
+17,249
| +74% | +$618K | 0.02% | 434 |
|
|
2024
Q3 | $852K | Buy |
+23,424
| New | +$852K | 0.01% | 558 |
|
|
2024
Q1 | – | Sell |
-22,918
| Closed | -$751K | – | 951 |
|
|
2023
Q4 | $751K | Buy |
+22,918
| New | +$751K | 0.01% | 515 |
|