Farther Finance 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 | $1.02M | Buy |
28,969
+333
| +1% | +$11.7K | 0.02% | 576 |
|
|
2025
Q1 | $965K | Sell |
28,636
-39,108
| -58% | -$1.32M | 0.02% | 519 |
|
|
2024
Q4 | $2.43M | Buy |
67,744
+32,260
| +91% | +$1.16M | 0.09% | 189 |
|
|
2024
Q3 | $1.29M | Buy |
35,484
+25,784
| +266% | +$938K | 0.05% | 287 |
|
|
2024
Q2 | $320K | Sell |
9,700
-3,002
| -24% | -$99.2K | 0.02% | 648 |
|
|
2024
Q1 | $439K | Buy |
12,702
+330
| +3% | +$11.4K | 0.03% | 430 |
|
|
2023
Q4 | $405K | Buy |
12,372
+3,448
| +39% | +$113K | 0.03% | 396 |
|
|
2023
Q3 | $252K | Buy |
8,924
+6,424
| +257% | +$181K | 0.04% | 335 |
|
|
2023
Q2 | $70.8K | Hold |
2,500
| – | – | 0.02% | 561 |
|
|
2023
Q1 | $66.6K | Hold |
2,500
| – | – | 0.02% | 523 |
|
|
2022
Q4 | $65.1K | Buy |
+2,500
| New | +$65.1K | 0.03% | 434 |
|