Creative Financial Designs’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 | $3.7M | Buy |
104,824
+4,912
| +5% | +$173K | 0.27% | 87 |
|
|
2025
Q1 | $3.35M | Buy |
99,912
+32,386
| +48% | +$1.08M | 0.27% | 80 |
|
|
2024
Q4 | $2.42M | Buy |
67,526
+22,828
| +51% | +$818K | 0.2% | 103 |
|
|
2024
Q3 | $1.63M | Buy |
44,698
+16,769
| +60% | +$610K | 0.14% | 138 |
|
|
2024
Q2 | $932K | Sell |
27,929
-1,807
| -6% | -$60.3K | 0.08% | 186 |
|
|
2024
Q1 | $1.04M | Buy |
29,736
+24,990
| +527% | +$870K | 0.1% | 164 |
|
|
2023
Q4 | $156K | Sell |
4,746
-742
| -14% | -$24.3K | 0.02% | 448 |
|
|
2023
Q3 | $155K | Sell |
5,488
-159
| -3% | -$4.49K | 0.02% | 393 |
|
|
2023
Q2 | $160K | Buy |
5,647
+35
| +0.6% | +$991 | 0.02% | 387 |
|
|
2023
Q1 | $150K | Sell |
5,612
-1,172
| -17% | -$31.2K | 0.02% | 379 |
|
|
2022
Q4 | $177K | Sell |
6,784
-1,284
| -16% | -$33.4K | 0.03% | 332 |
|
|
2022
Q3 | $187K | Sell |
8,068
-206
| -2% | -$4.78K | 0.03% | 300 |
|
|
2022
Q2 | $198K | Buy |
+8,274
| New | +$198K | 0.03% | 294 |
|