Calton & Associates’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 | $2.54M | Buy |
72,137
+59,387
| +466% | +$2.1M | 0.44% | 52 |
|
|
2025
Q1 | $427K | Buy |
12,750
+6,409
| +101% | +$215K | 0.1% | 189 |
|
|
2024
Q4 | $227K | Buy |
+6,341
| New | +$227K | 0.1% | 175 |
|
|
2024
Q3 | – | Sell |
-6,341
| Closed | -$212K | – | 270 |
|
|
2024
Q2 | $212K | Buy |
+6,341
| New | +$212K | 0.11% | 174 |
|
|
2022
Q2 | – | Sell |
-7,570
| Closed | -$210K | – | 336 |
|
|
2022
Q1 | $210K | Buy |
+7,570
| New | +$210K | 0.06% | 322 |
|