FAM
Formidable Asset Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.51M | Hold |
74,917
| – | – | 0.42% | 44 |
|
2025
Q1 | $2.51M | Buy |
74,917
+608
| +0.8% | +$20.4K | 0.42% | 44 |
|
2024
Q4 | $2.66M | Buy |
74,309
+2,893
| +4% | +$104K | 0.44% | 44 |
|
2024
Q3 | $2.6M | Buy |
71,416
+1,894
| +3% | +$68.9K | 0.42% | 44 |
|
2024
Q2 | $2.32M | Buy |
69,522
+22,921
| +49% | +$765K | 0.38% | 49 |
|
2024
Q1 | $1.62M | Buy |
+46,601
| New | +$1.62M | 0.26% | 76 |
|