Coppell Advisory Solutions’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 | $255K | Buy |
7,208
+600
| +9% | +$21.2K | 0.03% | 321 |
|
|
2025
Q1 | $216K | Buy |
6,608
+939
| +17% | +$30.7K | 0.03% | 308 |
|
|
2024
Q4 | $202K | Buy |
5,669
+1,931
| +52% | +$69K | 0.03% | 271 |
|
|
2024
Q3 | $136K | Sell |
3,738
-20,796
| -85% | -$754K | 0.02% | 348 |
|
|
2024
Q2 | $819K | Buy |
+24,534
| New | +$819K | 0.14% | 122 |
|
|
2023
Q4 | $590 | Sell |
18
-2,453
| -99% | -$80.4K | ﹤0.01% | 1497 |
|
|
2023
Q3 | $64.4K | Buy |
2,471
+2,453
| +13,628% | +$63.9K | 0.02% | 266 |
|
|
2023
Q2 | $508 | Buy |
+18
| New | +$508 | ﹤0.01% | 1228 |
|
|
2023
Q1 | – | Sell |
-2,471
| Closed | -$64.4K | – | 908 |
|
|
2022
Q4 | $64.4K | Buy |
+2,471
| New | +$64.4K | 0.02% | 271 |
|