Ethos Financial Group’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 | – | Sell |
-11,816
| Closed | -$424K | – | 518 |
|
|
2025
Q1 | $424K | Hold |
11,816
| – | – | 0.04% | 260 |
|
|
2024
Q4 | $424K | Sell |
11,816
-27
| -0.2% | -$968 | 0.06% | 177 |
|
|
2024
Q3 | $431K | Buy |
11,843
+27
| +0.2% | +$983 | 0.07% | 151 |
|
|
2024
Q2 | $394K | Buy |
11,816
+9,577
| +428% | +$319K | 0.07% | 169 |
|
|
2024
Q1 | $334K | Buy |
+2,239
| New | +$334K | 0.06% | 188 |
|