Ergawealth 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 | $9.59M | Sell |
271,747
-25,728
| -9% | -$908K | 4.31% | 8 |
|
|
2025
Q1 | $9.97M | Sell |
297,475
-4,275
| -1% | -$143K | 4.94% | 8 |
|
|
2024
Q4 | $10.8M | Sell |
301,750
-10,777
| -3% | -$386K | 5.35% | 6 |
|
|
2024
Q3 | $11.4M | Buy |
312,527
+17,394
| +6% | +$633K | 5.64% | 7 |
|
|
2024
Q2 | $9.85M | Buy |
295,133
+194
| +0.1% | +$6.48K | 5.36% | 8 |
|
|
2024
Q1 | $10.3M | Buy |
294,939
+15,542
| +6% | +$541K | 5.63% | 7 |
|
|
2023
Q4 | $9.16M | Buy |
279,397
+19,628
| +8% | +$643K | 5.63% | 7 |
|
|
2023
Q3 | $7.33M | Buy |
259,769
+5,569
| +2% | +$157K | 5.06% | 7 |
|
|
2023
Q2 | $7.2M | Buy |
254,200
+28,831
| +13% | +$816K | 4.93% | 7 |
|
|
2023
Q1 | $6.01M | Buy |
225,369
+12,156
| +6% | +$324K | 4.89% | 8 |
|
|
2022
Q4 | $5.55M | Buy |
+213,213
| New | +$5.55M | 5.03% | 8 |
|