Flow Traders U.S.’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-39,697
| Closed | -$1.44M | – | 1264 |
|
2024
Q3 | $1.44M | Buy |
+39,697
| New | +$1.44M | 0.07% | 291 |
|
2024
Q2 | – | Sell |
-28,551
| Closed | -$994K | – | 1055 |
|
2024
Q1 | $994K | Buy |
28,551
+5,413
| +23% | +$188K | 0.05% | 327 |
|
2023
Q4 | $758K | Buy |
+23,138
| New | +$758K | 0.02% | 413 |
|
2022
Q2 | – | Sell |
-20,689
| Closed | -$577K | – | 1002 |
|
2022
Q1 | $577K | Buy |
+20,689
| New | +$577K | 0.02% | 510 |
|