Capital Investment Advisory Services’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 | $2.4M | Buy |
67,898
+4,139
| +6% | +$146K | 0.2% | 118 |
|
|
2025
Q1 | $2.14M | Sell |
63,759
-2,993
| -4% | -$100K | 0.19% | 121 |
|
|
2024
Q4 | $2.39M | Buy |
66,752
+5,098
| +8% | +$183K | 0.23% | 96 |
|
|
2024
Q3 | $2.24M | Buy |
61,654
+4,417
| +8% | +$161K | 0.21% | 107 |
|
|
2024
Q2 | $1.91M | Sell |
57,237
-34,118
| -37% | -$1.14M | 0.2% | 113 |
|
|
2024
Q1 | $3.18M | Buy |
91,355
+44,854
| +96% | +$1.56M | 0.34% | 72 |
|
|
2023
Q4 | $1.52M | Buy |
+46,501
| New | +$1.52M | 0.14% | 136 |
|