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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.28M | Sell |
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2025
Q1 | $5.29M | Sell |
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|
2024
Q4 | $6.02M | Buy |
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|
2024
Q3 | $4.75M | Buy |
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|
2024
Q2 | $3.74M | Buy |
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|
2024
Q1 | $3.75M | Buy |
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|
2023
Q4 | $3.21M | Buy |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.31M | Buy |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $2.22M | Buy |
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|
2021
Q4 | $2.3M | Buy |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $976K | Buy |
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|
2020
Q3 | $693K | Sell |
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|
2020
Q2 | $705K | Buy |
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|
2020
Q1 | $484K | Buy |
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|
2019
Q4 | $464K | Buy |
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