Continuum Advisory’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 | $2.9M | Buy |
82,303
+8,889
| +12% | +$314K | 0.35% | 69 |
|
|
2025
Q1 | $2.46M | Buy |
73,414
+903
| +1% | +$30.3K | 0.32% | 78 |
|
|
2024
Q4 | $2.6M | Buy |
72,511
+5,033
| +7% | +$180K | 0.33% | 74 |
|
|
2024
Q3 | $2.58M | Buy |
67,478
+9,403
| +16% | +$360K | 0.33% | 76 |
|
|
2024
Q2 | $1.94M | Buy |
58,075
+6,686
| +13% | +$223K | 0.28% | 85 |
|
|
2024
Q1 | $1.77M | Buy |
51,389
+11,800
| +30% | +$407K | 0.27% | 88 |
|
|
2023
Q4 | $1.3M | Buy |
39,589
+8,379
| +27% | +$275K | 0.18% | 142 |
|
|
2023
Q3 | $881K | Buy |
31,210
+14,793
| +90% | +$418K | 0.14% | 179 |
|
|
2023
Q2 | $465K | Buy |
16,417
+5,755
| +54% | +$163K | 0.07% | 296 |
|
|
2023
Q1 | $284K | Buy |
+10,662
| New | +$284K | 0.05% | 361 |
|