Davis Investment Partners’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 | $598K | Sell |
16,631
-7,326
| -31% | -$263K | 0.21% | 89 |
|
|
2025
Q1 | $755K | Buy |
23,957
+25
| +0.1% | +$788 | 0.33% | 53 |
|
|
2024
Q4 | $847K | Buy |
23,932
+2,024
| +9% | +$71.6K | 0.36% | 54 |
|
|
2024
Q3 | $787K | Sell |
21,908
-8,265
| -27% | -$297K | 0.33% | 59 |
|
|
2024
Q2 | $1.04M | Buy |
30,173
+9,354
| +45% | +$323K | 0.43% | 51 |
|
|
2024
Q1 | $697K | Buy |
+20,819
| New | +$697K | 0.31% | 59 |
|