Financial Advocates Investment Management’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 | $3.28M | Sell |
92,965
-65,039
| -41% | -$2.29M | 0.27% | 83 |
|
|
2025
Q1 | $5.29M | Sell |
158,004
-10,048
| -6% | -$337K | 0.37% | 54 |
|
|
2024
Q4 | $6.02M | Buy |
168,052
+37,566
| +29% | +$1.35M | 0.34% | 64 |
|
|
2024
Q3 | $4.75M | Buy |
130,486
+18,503
| +17% | +$673K | 0.27% | 86 |
|
|
2024
Q2 | $3.74M | Buy |
111,983
+4,301
| +4% | +$144K | 0.23% | 98 |
|
|
2024
Q1 | $3.75M | Buy |
107,682
+9,819
| +10% | +$342K | 0.22% | 104 |
|
|
2023
Q4 | $3.21M | Buy |
97,863
+7,804
| +9% | +$256K | 0.21% | 117 |
|
|
2023
Q3 | $2.54M | Sell |
90,059
-2,936
| -3% | -$82.9K | 0.18% | 129 |
|
|
2023
Q2 | $2.63M | Buy |
92,995
+6,150
| +7% | +$174K | 0.19% | 129 |
|
|
2023
Q1 | $2.31M | Buy |
86,845
+2,312
| +3% | +$61.6K | 0.17% | 137 |
|
|
2022
Q4 | $2.2M | Buy |
84,533
+3,260
| +4% | +$84.9K | 0.16% | 150 |
|
|
2022
Q3 | $1.88M | Buy |
81,273
+1,012
| +1% | +$23.4K | 0.16% | 154 |
|
|
2022
Q2 | $1.92M | Buy |
80,261
+622
| +0.8% | +$14.9K | 0.16% | 159 |
|
|
2022
Q1 | $2.22M | Buy |
79,639
+3,684
| +5% | +$103K | 0.15% | 172 |
|
|
2021
Q4 | $2.3M | Buy |
75,955
+6,772
| +10% | +$205K | 0.15% | 159 |
|
|
2021
Q3 | $1.96M | Buy |
69,183
+19,415
| +39% | +$549K | 0.13% | 180 |
|
|
2021
Q2 | $1.45M | Buy |
49,768
+4,727
| +10% | +$138K | 0.1% | 246 |
|
|
2021
Q1 | $1.28M | Buy |
45,041
+3,943
| +10% | +$112K | 0.09% | 256 |
|
|
2020
Q4 | $976K | Buy |
41,098
+3,188
| +8% | +$75.7K | 0.07% | 309 |
|
|
2020
Q3 | $693K | Sell |
37,910
-2,220
| -6% | -$40.6K | 0.06% | 307 |
|
|
2020
Q2 | $705K | Buy |
40,130
+6,125
| +18% | +$108K | 0.07% | 287 |
|
|
2020
Q1 | $484K | Buy |
34,005
+12,575
| +59% | +$179K | 0.07% | 279 |
|
|
2019
Q4 | $464K | Buy |
+21,430
| New | +$464K | 0.05% | 322 |
|