Carson Wealth (CWM LLC)’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.9M | Buy |
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|
2025
Q2 | $12.6M | Buy |
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|
2025
Q1 | $9.27M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $102K | Buy |
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|
2024
Q1 | $84K | Sell |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $68K | Buy |
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|
2022
Q4 | $12K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $24K | Buy |
|