Capital Analysts LLC’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 | $1.01M | Sell |
28,610
-37
| -0.1% | -$1.31K | 0.03% | 279 |
|
|
2025
Q1 | $960K | Buy |
28,647
+9,459
| +49% | +$317K | 0.04% | 268 |
|
|
2024
Q4 | $688K | Buy |
19,188
+3,538
| +23% | +$127K | 0.03% | 292 |
|
|
2024
Q3 | $569K | Sell |
15,650
-19
| -0.1% | -$691 | 0.02% | 309 |
|
|
2024
Q2 | $523K | Buy |
15,669
+8,739
| +126% | +$292K | 0.02% | 317 |
|
|
2024
Q1 | $241K | Sell |
6,930
-2,407
| -26% | -$83.7K | 0.01% | 411 |
|
|
2023
Q4 | $306K | Sell |
9,337
-459
| -5% | -$15K | 0.02% | 369 |
|
|
2023
Q3 | $277K | Buy |
9,796
+1,189
| +14% | +$33.6K | 0.02% | 358 |
|
|
2023
Q2 | $244K | Sell |
8,607
-293
| -3% | -$8.31K | 0.01% | 359 |
|
|
2023
Q1 | $237K | Sell |
8,900
-327
| -4% | -$8.71K | 0.01% | 361 |
|
|
2022
Q4 | $240K | Buy |
9,227
+3,248
| +54% | +$84.5K | 0.01% | 376 |
|
|
2022
Q3 | $138K | Buy |
5,979
+3,012
| +102% | +$69.5K | 0.01% | 402 |
|
|
2022
Q2 | $71K | Buy |
2,967
+1,399
| +89% | +$33.5K | ﹤0.01% | 488 |
|
|
2022
Q1 | $44K | Buy |
+1,568
| New | +$44K | ﹤0.01% | 571 |
|