CreativeOne Wealth’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
14,393
-7,763
| -35% | -$159K | 0.01% | 923 |
|
|
2025
Q1 | $442K | Buy |
22,156
+2,317
| +12% | +$46.3K | 0.01% | 721 |
|
|
2024
Q4 | $427K | Buy |
19,839
+4,116
| +26% | +$88.6K | 0.01% | 746 |
|
|
2024
Q3 | $347K | Buy |
+15,723
| New | +$347K | 0.01% | 739 |
|
|
2024
Q2 | – | Sell |
-14,798
| Closed | -$326K | – | 894 |
|
|
2024
Q1 | $326K | Buy |
+14,798
| New | +$326K | 0.01% | 696 |
|