Gladstone Institutional Advisory’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 | $5.65M | Sell |
160,097
-20,749
| -11% | -$732K | 0.23% | 102 |
|
|
2025
Q1 | $6.06M | Buy |
180,846
+39,313
| +28% | +$1.32M | 0.28% | 87 |
|
|
2024
Q4 | $5.07M | Buy |
141,533
+12,240
| +9% | +$439K | 0.24% | 99 |
|
|
2024
Q3 | $4.7M | Buy |
129,293
+61,324
| +90% | +$2.23M | 0.23% | 104 |
|
|
2024
Q2 | $2.27M | Buy |
67,969
+12,752
| +23% | +$426K | 0.12% | 205 |
|
|
2024
Q1 | $1.92M | Sell |
55,217
-2,358
| -4% | -$82.1K | 0.11% | 208 |
|
|
2023
Q4 | $1.89M | Sell |
57,575
-8,757
| -13% | -$287K | 0.11% | 205 |
|
|
2023
Q3 | $1.87M | Sell |
66,332
-5,000
| -7% | -$141K | 0.12% | 193 |
|
|
2023
Q2 | $2.02M | Sell |
71,332
-18,773
| -21% | -$531K | 0.12% | 197 |
|
|
2023
Q1 | $2.4M | Sell |
90,105
-16,731
| -16% | -$446K | 0.16% | 174 |
|
|
2022
Q4 | $2.78M | Buy |
106,836
+16,697
| +19% | +$435K | 0.2% | 151 |
|
|
2022
Q3 | $2.09M | Buy |
90,139
+5,046
| +6% | +$117K | 0.16% | 160 |
|
|
2022
Q2 | $2.03M | Buy |
85,093
+6,535
| +8% | +$156K | 0.16% | 160 |
|
|
2022
Q1 | $2.19M | Buy |
78,558
+30,546
| +64% | +$851K | 0.15% | 176 |
|
|
2021
Q4 | $1.46M | Buy |
+48,012
| New | +$1.46M | 0.11% | 227 |
|