Columbia Advisory 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 | $650K | Buy |
18,429
+575
| +3% | +$20.3K | 0.49% | 34 |
|
|
2025
Q1 | $598K | Buy |
17,854
+8,711
| +95% | +$292K | 0.52% | 35 |
|
|
2024
Q4 | $328K | Buy |
+9,143
| New | +$328K | 0.3% | 49 |
|
|
2023
Q1 | – | Sell |
-8,848
| Closed | -$230K | – | 71 |
|
|
2022
Q4 | $230K | Sell |
8,848
-2,515
| -22% | -$65.5K | 0.22% | 55 |
|
|
2022
Q3 | $263K | Buy |
11,363
+250
| +2% | +$5.79K | 0.32% | 33 |
|
|
2022
Q2 | $265K | Buy |
11,113
+3,202
| +40% | +$76.4K | 0.3% | 32 |
|
|
2022
Q1 | $220K | Buy |
+7,911
| New | +$220K | 0.22% | 44 |
|