CPA
Clear Point Advisors’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 | $625K | Sell |
17,714
-157
| -0.9% | -$5.54K | 0.53% | 56 |
|
|
2025
Q1 | $599K | Sell |
17,871
-31
| -0.2% | -$1.04K | 0.54% | 54 |
|
|
2024
Q4 | $642K | Buy |
17,902
+6
| +0% | +$215 | 0.55% | 54 |
|
|
2024
Q3 | $651K | Buy |
17,896
+3
| +0% | +$109 | 0.5% | 52 |
|
|
2024
Q2 | $597K | Buy |
17,893
+6
| +0% | +$200 | 0.49% | 53 |
|
|
2024
Q1 | $623K | Sell |
17,887
-1,747
| -9% | -$60.8K | 0.51% | 53 |
|
|
2023
Q4 | $643K | Buy |
+19,634
| New | +$643K | 0.57% | 45 |
|