Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $7.25M | Buy |
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|
2024
Q3 | $6.54M | Sell |
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|
2024
Q2 | $6.31M | Sell |
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|
2024
Q1 | $6.94M | Buy |
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|
2023
Q4 | $992K | Sell |
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|
2023
Q3 | $861K | Buy |
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|
2023
Q2 | $746K | Buy |
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|
2023
Q1 | $588K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $105K | Sell |
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|
2022
Q2 | $143K | Sell |
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|
2022
Q1 | $177K | Sell |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $100K | Buy |
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|
2021
Q1 | $42K | Sell |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $50K | Sell |
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|
2020
Q2 | $83K | Hold |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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