GAA
Global Assets Advisory’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 | $527K | Sell |
14,658
-30,488
| -68% | -$1.1M | 0.21% | 108 |
|
|
2025
Q1 | $1.43M | Buy |
45,146
+30,098
| +200% | +$955K | 0.27% | 82 |
|
|
2024
Q4 | $538K | Sell |
15,048
-866
| -5% | -$31K | 0.3% | 79 |
|
|
2024
Q3 | $572K | Buy |
+15,914
| New | +$572K | 0.31% | 74 |
|
|
2024
Q2 | – | Sell |
-549,672
| Closed | -$15.9M | – | 419 |
|
|
2024
Q1 | $15.9M | Buy |
549,672
+533,784
| +3,360% | +$15.5M | 0.73% | 33 |
|
|
2023
Q4 | $519K | Hold |
15,888
| – | – | 0.67% | 40 |
|
|
2023
Q3 | $449K | Sell |
15,888
-433
| -3% | -$12.2K | 0.4% | 69 |
|
|
2023
Q2 | $462K | Sell |
16,321
-300
| -2% | -$8.49K | 0.42% | 70 |
|
|
2023
Q1 | $443K | Hold |
16,621
| – | – | 0.45% | 63 |
|
|
2022
Q4 | $433K | Sell |
16,621
-250
| -1% | -$6.51K | 0.46% | 64 |
|
|
2022
Q3 | $437K | Buy |
+16,871
| New | +$437K | 0.44% | 64 |
|