Farmers & Merchants Investments Inc’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 | $11.5K | Buy |
327
+90
| +38% | +$3.18K | ﹤0.01% | 691 |
|
|
2025
Q1 | $7.94K | Sell |
237
-487
| -67% | -$16.3K | ﹤0.01% | 749 |
|
|
2024
Q4 | $26K | Buy |
+724
| New | +$26K | ﹤0.01% | 531 |
|
|
2024
Q2 | – | Sell |
-83
| Closed | -$2.89K | – | 1809 |
|
|
2024
Q1 | $2.89K | Sell |
83
-216
| -72% | -$7.52K | ﹤0.01% | 939 |
|
|
2023
Q4 | $9.8K | Buy |
+299
| New | +$9.8K | ﹤0.01% | 640 |
|