Cambridge Investment Research Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.1M | Sell |
102,193
-1,500
| -1% | -$30.8K | 0.01% | 1400 |
|
2025
Q1 | $2.07M | Buy |
103,693
+8,673
| +9% | +$173K | 0.01% | 1314 |
|
2024
Q4 | $2.04M | Sell |
95,020
-35,260
| -27% | -$758K | 0.01% | 1343 |
|
2024
Q3 | $2.87M | Buy |
130,280
+67,217
| +107% | +$1.48M | 0.01% | 1104 |
|
2024
Q2 | $1.31M | Buy |
63,063
+15,475
| +33% | +$322K | ﹤0.01% | 1584 |
|
2024
Q1 | $1.05M | Buy |
47,588
+32,443
| +214% | +$714K | ﹤0.01% | 1701 |
|
2023
Q4 | $319K | Buy |
+15,145
| New | +$319K | ﹤0.01% | 2547 |
|