Concourse Financial Group Securities’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,137
| Closed | -$93.8K | – | 6873 |
|
|
2024
Q4 | $93.8K | Hold |
4,137
| – | – | 0.01% | 967 |
|
|
2024
Q3 | $91.9K | Buy |
+4,137
| New | +$91.9K | 0.01% | 961 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7422 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7421 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7354 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7182 |
|