Clarity Capital Partners’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 | $2.64M | Sell |
74,700
-6,313
| -8% | -$223K | 0.94% | 23 |
|
|
2025
Q1 | $2.71M | Buy |
81,013
+1,827
| +2% | +$61.2K | 1.09% | 17 |
|
|
2024
Q4 | $2.84M | Buy |
79,186
+2,395
| +3% | +$85.9K | 1.47% | 18 |
|
|
2024
Q3 | $2.79M | Buy |
76,791
+16,496
| +27% | +$600K | 1.65% | 18 |
|
|
2024
Q2 | $2.01M | Buy |
60,295
+52,951
| +721% | +$1.77M | 1.23% | 25 |
|
|
2024
Q1 | $256K | Buy |
+7,344
| New | +$256K | 0.17% | 102 |
|