GWP
Gateway Wealth Partners’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 | $4.15M | Buy |
117,647
+10,881
| +10% | +$384K | 0.79% | 34 |
|
|
2025
Q1 | $3.58M | Buy |
106,766
+91,965
| +621% | +$3.08M | 0.8% | 34 |
|
|
2024
Q4 | $531K | Sell |
14,801
-4,750
| -24% | -$170K | 0.14% | 157 |
|
|
2024
Q3 | $711K | Buy |
19,551
+2,069
| +12% | +$75.3K | 0.2% | 112 |
|
|
2024
Q2 | $584K | Buy |
+17,482
| New | +$584K | 0.18% | 136 |
|