DHK Financial Advisors’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 | $2.09M | Buy |
59,374
+198
| +0.3% | +$6.99K | 1.2% | 16 |
|
|
2025
Q1 | $1.99M | Buy |
59,176
+279
| +0.5% | +$9.4K | 1.09% | 19 |
|
|
2024
Q4 | $2.11M | Buy |
58,897
+297
| +0.5% | +$10.6K | 1.28% | 14 |
|
|
2024
Q3 | $2.13M | Buy |
58,600
+224
| +0.4% | +$8.15K | 1.31% | 16 |
|
|
2024
Q2 | $1.95M | Hold |
58,376
| – | – | 1.36% | 14 |
|
|
2024
Q1 | $2.03M | Buy |
58,376
+15,000
| +35% | +$522K | 1.44% | 18 |
|
|
2023
Q4 | $1.42M | Hold |
43,376
| – | – | 1.07% | 26 |
|
|
2023
Q3 | $1.22M | Hold |
43,376
| – | – | 1.09% | 23 |
|
|
2023
Q2 | $1.23M | Buy |
+43,376
| New | +$1.23M | 1.05% | 26 |
|