Flagstar 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 | $2.63M | Sell |
74,422
-18,085
| -20% | -$638K | 0.73% | 42 |
|
|
2025
Q1 | $3.1M | Sell |
92,507
-168
| -0.2% | -$5.63K | 0.79% | 32 |
|
|
2024
Q4 | $3.32M | Buy |
92,675
+11,115
| +14% | +$398K | 0.83% | 33 |
|
|
2024
Q3 | $2.97M | Buy |
81,560
+734
| +0.9% | +$26.7K | 0.75% | 34 |
|
|
2024
Q2 | $2.7M | Buy |
80,826
+6,500
| +9% | +$217K | 0.74% | 36 |
|
|
2024
Q1 | $2.59M | Buy |
74,326
+12,194
| +20% | +$425K | 0.72% | 36 |
|
|
2023
Q4 | $2.04M | Buy |
62,132
+6,954
| +13% | +$228K | 0.64% | 44 |
|
|
2023
Q3 | $1.56M | Buy |
55,178
+6,089
| +12% | +$172K | 0.59% | 49 |
|
|
2023
Q2 | $1.39M | Buy |
49,089
+2,783
| +6% | +$78.8K | 0.52% | 51 |
|
|
2023
Q1 | $1.23M | Buy |
46,306
+2,268
| +5% | +$60.4K | 0.45% | 58 |
|
|
2022
Q4 | $1.15M | Buy |
44,038
+6,062
| +16% | +$158K | 0.4% | 60 |
|
|
2022
Q3 | $878K | Buy |
37,976
+16,327
| +75% | +$378K | 0.33% | 63 |
|
|
2022
Q2 | $516K | Buy |
+21,649
| New | +$516K | 0.19% | 98 |
|