Geneos Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Buy |
|
|||||
|
2025
Q2 | $1.15M | Sell |
|
|||||
|
2025
Q1 | $1.28M | Buy |
|
|||||
|
2024
Q4 | $412K | Buy |
|
|||||
|
2024
Q3 | $256K | Buy |
|
|||||
|
2024
Q2 | $128K | Buy |
|
|||||
|
2024
Q1 | $17.9K | Buy |
|
|||||
|
2023
Q4 | $5.74K | Hold |
|
|||||
|
2023
Q3 | $4.94K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $45K | Buy |
|
|||||
|
2022
Q1 | $52K | Buy |
|
|||||
|
2021
Q4 | $57K | Buy |
|