CIA
Concurrent Investment 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 | $4.5M | Buy |
127,681
+36,099
| +39% | +$1.27M | 0.09% | 241 |
|
|
2025
Q1 | $3.07M | Buy |
91,582
+79
| +0.1% | +$2.65K | 0.07% | 268 |
|
|
2024
Q4 | $3.28M | Buy |
91,503
+21,163
| +30% | +$759K | 0.09% | 225 |
|
|
2024
Q3 | $2.56M | Buy |
70,340
+1,237
| +2% | +$45K | 0.08% | 246 |
|
|
2024
Q2 | $2.31M | Buy |
69,103
+582
| +0.8% | +$19.4K | 0.08% | 240 |
|
|
2024
Q1 | $2.39M | Buy |
68,521
+1,895
| +3% | +$66K | 0.1% | 215 |
|
|
2023
Q4 | $2.18M | Buy |
+66,626
| New | +$2.18M | 0.1% | 216 |
|