Founders Financial Securities’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 | $692K | Buy |
19,602
+986
| +5% | +$34.8K | 0.05% | 290 |
|
|
2025
Q1 | $606K | Sell |
18,616
-1,325
| -7% | -$43.1K | 0.05% | 289 |
|
|
2024
Q4 | $715K | Buy |
19,941
+9,273
| +87% | +$332K | 0.06% | 223 |
|
|
2024
Q3 | $388K | Sell |
10,668
-1,495
| -12% | -$54.4K | 0.04% | 307 |
|
|
2024
Q2 | $406K | Buy |
12,163
+4,008
| +49% | +$134K | 0.04% | 312 |
|
|
2024
Q1 | $284K | Buy |
+8,155
| New | +$284K | 0.03% | 329 |
|