CreativeOne Wealth’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 | $1.37M | Sell |
38,931
-728
| -2% | -$25.7K | 0.04% | 444 |
|
|
2025
Q1 | $1.33M | Sell |
39,659
-4,036
| -9% | -$135K | 0.04% | 401 |
|
|
2024
Q4 | $1.57M | Sell |
43,695
-4,198
| -9% | -$150K | 0.05% | 345 |
|
|
2024
Q3 | $1.74M | Buy |
47,893
+33,327
| +229% | +$1.21M | 0.06% | 298 |
|
|
2024
Q2 | $486K | Buy |
14,566
+1,027
| +8% | +$34.3K | 0.02% | 480 |
|
|
2024
Q1 | $471K | Buy |
+13,539
| New | +$471K | 0.02% | 578 |
|
|
2023
Q3 | – | Sell |
-7,924
| Closed | -$224K | – | 787 |
|
|
2023
Q2 | $224K | Sell |
7,924
-264
| -3% | -$7.46K | 0.01% | 749 |
|
|
2023
Q1 | $218K | Sell |
8,188
-2,350
| -22% | -$62.6K | 0.01% | 726 |
|
|
2022
Q4 | $275K | Sell |
10,538
-96
| -0.9% | -$2.51K | 0.02% | 598 |
|
|
2022
Q3 | $246K | Sell |
10,634
-59
| -0.6% | -$1.37K | 0.01% | 612 |
|
|
2022
Q2 | $255K | Buy |
+10,693
| New | +$255K | 0.01% | 607 |
|