Capital Advantage’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 | $1.56M | Buy |
44,246
+2,888
| +7% | +$102K | 0.25% | 48 |
|
|
2025
Q1 | $1.48M | Hold |
41,358
| – | – | 0.27% | 44 |
|
|
2024
Q4 | $1.48M | Buy |
41,358
+5,244
| +15% | +$188K | 0.27% | 44 |
|
|
2024
Q3 | $1.31M | Buy |
36,114
+13,113
| +57% | +$477K | 0.25% | 38 |
|
|
2024
Q2 | $755K | Buy |
23,001
+5,655
| +33% | +$186K | 0.15% | 40 |
|
|
2024
Q1 | $596K | Buy |
+17,346
| New | +$596K | 0.12% | 42 |
|