ECA
Elevated Capital Advisors’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Hold |
22,530
| – | – | 0.21% | 145 |
|
|
2025
Q1 | $755K | Sell |
22,530
-1,637
| -7% | -$54.8K | 0.21% | 145 |
|
|
2024
Q4 | $866K | Sell |
24,167
-15,187
| -39% | -$544K | 0.24% | 124 |
|
|
2024
Q3 | $1.43M | Sell |
39,354
-116,065
| -75% | -$4.22M | 0.38% | 62 |
|
|
2024
Q2 | $5.19M | Sell |
155,419
-11,733
| -7% | -$392K | 1.46% | 12 |
|
|
2024
Q1 | $5.82M | Buy |
167,152
+148,396
| +791% | +$5.17M | 1.67% | 11 |
|
|
2023
Q4 | $615K | Buy |
18,756
+323
| +2% | +$10.6K | 0.19% | 120 |
|
|
2023
Q3 | $520K | Buy |
18,433
+527
| +3% | +$14.9K | 0.18% | 122 |
|
|
2023
Q2 | $507K | Buy |
+17,906
| New | +$507K | 0.17% | 131 |
|