Econ Financial Services’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 | $4.63M | Buy |
131,226
+29,037
| +28% | +$1.02M | 2.38% | 12 |
|
|
2025
Q1 | $3.42M | Buy |
102,189
+82,576
| +421% | +$2.77M | 1.82% | 13 |
|
|
2024
Q4 | $703K | Sell |
19,613
-4,744
| -19% | -$170K | 0.4% | 64 |
|
|
2024
Q3 | $886K | Buy |
24,357
+13,365
| +122% | +$486K | 0.5% | 50 |
|
|
2024
Q2 | $367K | Buy |
10,992
+287
| +3% | +$9.58K | 0.23% | 90 |
|
|
2024
Q1 | $373K | Buy |
+10,705
| New | +$373K | 0.23% | 80 |
|