Foundations Investment Advisors’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
Q2 | $6.4M | Sell |
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|
2025
Q1 | $6.21M | Buy |
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|
2024
Q4 | $6.63M | Buy |
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|
2024
Q3 | $6.41M | Buy |
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|
2024
Q2 | $2.21M | Sell |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $984K | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $834K | Sell |
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|
2022
Q3 | $899K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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