First Heartland Consultants’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 | $10.3M | Buy |
293,020
+7,240
| +3% | +$255K | 0.92% | 27 |
|
|
2025
Q1 | $9.57M | Sell |
285,780
-18,356
| -6% | -$615K | 0.99% | 24 |
|
|
2024
Q4 | $10.9M | Sell |
304,136
-16,656
| -5% | -$597K | 1.12% | 21 |
|
|
2024
Q3 | $11.7M | Buy |
320,792
+79,987
| +33% | +$2.91M | 1.25% | 19 |
|
|
2024
Q2 | $8.04K | Sell |
240,805
-23,830
| -9% | -$795 | 0.56% | 35 |
|
|
2024
Q1 | $9.22M | Buy |
264,635
+123,996
| +88% | +$4.32M | 0.96% | 26 |
|
|
2023
Q4 | $4.61M | Sell |
140,639
-337
| -0.2% | -$11K | 0.56% | 52 |
|
|
2023
Q3 | $3.98M | Buy |
140,976
+26,912
| +24% | +$760K | 0.5% | 60 |
|
|
2023
Q2 | $3.23M | Buy |
114,064
+24,711
| +28% | +$700K | 0.42% | 62 |
|
|
2023
Q1 | $2.38M | Buy |
89,353
+51
| +0.1% | +$1.36K | 0.36% | 68 |
|
|
2022
Q4 | $2.33M | Buy |
89,302
+2,011
| +2% | +$52.4K | 0.37% | 69 |
|
|
2022
Q3 | $2.02K | Buy |
87,291
+6,719
| +8% | +$155 | 0.17% | 81 |
|
|
2022
Q2 | $1.92M | Buy |
80,572
+3,304
| +4% | +$78.9K | 0.3% | 82 |
|
|
2022
Q1 | $2.15M | Buy |
+77,268
| New | +$2.15M | 0.33% | 64 |
|