Global Retirement Partners’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 | $3.45M | Buy |
+97,649
| New | +$3.45M | 0.09% | 212 |
|
|
2024
Q4 | $2.24M | Buy |
62,360
+14,384
| +30% | +$516K | 0.06% | 279 |
|
|
2024
Q3 | $1.75M | Buy |
47,976
+21,819
| +83% | +$794K | 0.05% | 309 |
|
|
2024
Q2 | $873K | Buy |
26,157
+5,741
| +28% | +$192K | 0.03% | 453 |
|
|
2024
Q1 | $711K | Buy |
20,416
+1,167
| +6% | +$40.6K | 0.03% | 441 |
|
|
2023
Q4 | $605K | Buy |
19,249
+13,097
| +213% | +$412K | 0.03% | 450 |
|
|
2023
Q3 | $169K | Sell |
6,152
-1,953
| -24% | -$53.7K | 0.01% | 733 |
|
|
2023
Q2 | $229K | Sell |
8,105
-235
| -3% | -$6.65K | 0.01% | 643 |
|
|
2023
Q1 | $212K | Buy |
8,340
+606
| +8% | +$15.4K | 0.01% | 647 |
|
|
2022
Q4 | $201K | Sell |
7,734
-989
| -11% | -$25.8K | 0.01% | 592 |
|
|
2022
Q3 | $226K | Buy |
8,723
+2,327
| +36% | +$60.3K | 0.02% | 535 |
|
|
2022
Q2 | $153K | Sell |
6,396
-1,246
| -16% | -$29.8K | 0.01% | 627 |
|
|
2022
Q1 | $194K | Buy |
+7,642
| New | +$194K | 0.02% | 563 |
|