Carson Wealth (CWM LLC)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
357,793
+81,118
| +29% | +$2.86M | 0.04% | 336 |
|
|
2025
Q1 | $9.27M | Buy |
276,675
+225,830
| +444% | +$7.57M | 0.04% | 370 |
|
|
2024
Q4 | $1.82M | Buy |
50,845
+42,441
| +505% | +$1.52M | 0.01% | 820 |
|
|
2024
Q3 | $306K | Buy |
8,404
+5,336
| +174% | +$194K | ﹤0.01% | 1531 |
|
|
2024
Q2 | $102K | Buy |
3,068
+649
| +27% | +$21.6K | ﹤0.01% | 1964 |
|
|
2024
Q1 | $84K | Sell |
2,419
-832
| -26% | -$28.9K | ﹤0.01% | 1985 |
|
|
2023
Q4 | $107K | Buy |
+3,251
| New | +$107K | ﹤0.01% | 1717 |
|
|
2023
Q2 | – | Sell |
-2,536
| Closed | -$68K | – | 4419 |
|
|
2023
Q1 | $68K | Buy |
2,536
+2,058
| +431% | +$55.2K | ﹤0.01% | 1705 |
|
|
2022
Q4 | $12K | Hold |
478
| – | – | ﹤0.01% | 2713 |
|
|
2022
Q3 | $11K | Hold |
478
| – | – | ﹤0.01% | 2639 |
|
|
2022
Q2 | $11K | Hold |
478
| – | – | ﹤0.01% | 2529 |
|
|
2022
Q1 | $13K | Sell |
478
-315
| -40% | -$8.57K | ﹤0.01% | 2337 |
|
|
2021
Q4 | $24K | Buy |
+793
| New | +$24K | ﹤0.01% | 1895 |
|