EA
Ergawealth Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
85,775
-41,938
| -33% | -$860K | 0.79% | 21 |
|
|
2025
Q1 | $2.55M | Buy |
127,713
+24,811
| +24% | +$495K | 1.26% | 17 |
|
|
2024
Q4 | $2.21M | Buy |
102,902
+27,320
| +36% | +$588K | 1.09% | 17 |
|
|
2024
Q3 | $1.67M | Buy |
75,582
+33,781
| +81% | +$745K | 0.83% | 21 |
|
|
2024
Q2 | $870K | Buy |
41,801
+27,395
| +190% | +$570K | 0.47% | 26 |
|
|
2024
Q1 | $317K | Buy |
+14,406
| New | +$317K | 0.17% | 47 |
|