FPWM
FSB Premier Wealth 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 | $3.85M | Sell |
109,078
-7,357
| -6% | -$260K | 1.37% | 18 |
|
|
2025
Q1 | $3.9M | Buy |
116,435
+5,967
| +5% | +$200K | 1.52% | 12 |
|
|
2024
Q4 | $3.96M | Buy |
110,468
+38,778
| +54% | +$1.39M | 1.59% | 12 |
|
|
2024
Q3 | $2.61M | Sell |
71,690
-34,468
| -32% | -$1.25M | 1.07% | 23 |
|
|
2024
Q2 | $3.54M | Sell |
106,158
-17,514
| -14% | -$585K | 1.6% | 13 |
|
|
2024
Q1 | $4.31M | Sell |
123,672
-16,050
| -11% | -$559K | 2% | 9 |
|
|
2023
Q4 | $4.58M | Sell |
139,722
-2,388
| -2% | -$78.3K | 2.29% | 9 |
|
|
2023
Q3 | $4.01M | Buy |
142,110
+17,944
| +14% | +$507K | 2.23% | 9 |
|
|
2023
Q2 | $3.52M | Sell |
124,166
-7,490
| -6% | -$212K | 1.91% | 14 |
|
|
2023
Q1 | $3.51M | Buy |
131,656
+45,330
| +53% | +$1.21M | 1.95% | 14 |
|
|
2022
Q4 | $2.25M | Buy |
86,326
+1,784
| +2% | +$46.5K | 1.23% | 22 |
|
|
2022
Q3 | $1.96M | Buy |
84,542
+13,986
| +20% | +$323K | 1.14% | 22 |
|
|
2022
Q2 | $1.68M | Sell |
70,556
-8
| -0% | -$191 | 0.93% | 29 |
|
|
2022
Q1 | $1.9M | Buy |
70,564
+50,479
| +251% | +$1.36M | 0.95% | 28 |
|
|
2021
Q4 | $608K | Buy |
+20,085
| New | +$608K | 0.25% | 67 |
|