GWM
GDS 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 | – | Sell |
-190,277
| Closed | -$6.37M | – | 180 |
|
|
2025
Q1 | $6.37M | Sell |
190,277
-214,552
| -53% | -$7.19M | 0.54% | 60 |
|
|
2024
Q4 | $14.5M | Buy |
404,829
+18,521
| +5% | +$664K | 1.32% | 34 |
|
|
2024
Q3 | $14.1M | Buy |
386,308
+44,802
| +13% | +$1.63M | 1.37% | 34 |
|
|
2024
Q2 | $11.4M | Buy |
+341,506
| New | +$11.4M | 1.25% | 38 |
|