Geneos Wealth Management’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 | $1.15M | Sell |
32,567
-5,555
| -15% | -$196K | 0.03% | 499 |
|
|
2025
Q1 | $1.28M | Buy |
38,122
+26,620
| +231% | +$892K | 0.02% | 601 |
|
|
2024
Q4 | $412K | Buy |
11,502
+4,456
| +63% | +$160K | 0.01% | 633 |
|
|
2024
Q3 | $256K | Buy |
7,046
+3,212
| +84% | +$117K | 0.01% | 707 |
|
|
2024
Q2 | $128K | Buy |
3,834
+3,320
| +646% | +$111K | 0.01% | 810 |
|
|
2024
Q1 | $17.9K | Buy |
514
+339
| +194% | +$11.8K | ﹤0.01% | 1391 |
|
|
2023
Q4 | $5.74K | Hold |
175
| – | – | ﹤0.01% | 1696 |
|
|
2023
Q3 | $4.94K | Buy |
+175
| New | +$4.94K | ﹤0.01% | 1749 |
|
|
2022
Q3 | – | Sell |
-1,903
| Closed | -$45K | – | 2494 |
|
|
2022
Q2 | $45K | Buy |
1,903
+2
| +0.1% | +$47 | ﹤0.01% | 1331 |
|
|
2022
Q1 | $52K | Buy |
1,901
+1
| +0.1% | +$27 | ﹤0.01% | 1372 |
|
|
2021
Q4 | $57K | Buy |
+1,900
| New | +$57K | ﹤0.01% | 1422 |
|