Envestnet Asset Management’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.05M | Sell |
197,333
-100,700
| -34% | -$2.07M | ﹤0.01% | 2331 |
|
2025
Q1 | $5.95M | Sell |
298,033
-16,448
| -5% | -$328K | ﹤0.01% | 2002 |
|
2024
Q4 | $6.77M | Buy |
314,481
+278,744
| +780% | +$6M | ﹤0.01% | 1894 |
|
2024
Q3 | $788K | Sell |
35,737
-615,801
| -95% | -$13.6M | ﹤0.01% | 3269 |
|
2024
Q2 | $13.6M | Buy |
651,538
+64,429
| +11% | +$1.34M | ﹤0.01% | 1366 |
|
2024
Q1 | $12.9M | Buy |
587,109
+62,885
| +12% | +$1.38M | ﹤0.01% | 1366 |
|
2023
Q4 | $11.1M | Buy |
+524,224
| New | +$11.1M | ﹤0.01% | 1371 |
|